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- Navigating to system settings -> setup & configuration under system preferences.
Screenshot
Then, access the client portal tab and Allow Client Portal User to sign up. Permissions can be granted to allow only collaborators, only clients, or both to sign up.
Note It's important to note that this action will consider the available number of licenses.
Furthermore, you can adjust Additionally, the administrator has the option to configure the new sign-up approval type to be either process. This can be set to either "approved by default" or "approved by a user. If you choose "
- If it's set to "approved by
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- default,"
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- any sign-up requests from client portal users will be automatically approved by the system.
- Alternatively,
Now you The administrator can send the client portal user a link to sign up. Naviagte To do so, navigate to the System settings -> client portal -> Manage clients and the URL could be shared with the user to set up the client portal account.
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The client portal user will access the signup link, where they will need to provide their first name, last name, username, email, and password.
An email will be sent to the administrator for approval of the Client Portal Sign Up. Once approved, the client portal user will be able to access the portal and start working on it.
To be noted that if the settings was set to "approved by user", when a client portal user signs up, their account will initially be marked as inactive. The administrator will receive an email to approve the user or can manually activate the account from the CP users. To do so, navigate to system settings - client portal - manage clients
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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