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In Lexzur, you can use the Client Portal, either by logging in or signing up.
Logging in:
To log in to the client portal, The administrator has to add you as a client portal user.
This could be done by going to the System Settings → Manage Clients
You can add a new client either from the Add Client hyperlink or from the Actions button.
Once adding a new client, an invitation will be sent to the client in order to access the client portal.
All you have to do now is to add a password to your account. Then, you'll be able to access the client portal.
Signing up:
In Lexzur, a client can directly sign up for a client portal account. The administrator should share the client portal URL with him/her. The URL can be found in the Manage Clients page.
Once accessing the portal through the URL, you'll have the option to sign up by clicking on the Sign-Up hyperlink.
All you have to do now is to fill the mandatory fields and sign up.
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The sign-up feature should be activated from the client portal settings inside the setup and configuration section by the system administrator. |
Moreover, if users forgot their passwords, they're now able to change it from the client portal directly.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
