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Additionally, the administrator has the option to configure the new sign-up approval process. This can be set to either "approved by default" or "approved by user."  If it's set to "approved by default," any sign-up requests from client portal users will be automatically approved by the system.

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 The administrator can send the client portal user a link to sign up. 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 the user needs to fill out their first name, last name, username, email, and password. 

To be noted that if the settings was set to that if the setting is configured as "approved by user,", when a client portal user signs up, their account will initially be marked as inactive. The administrator will receive an email notification to approve the user or can manually activate the account from the CP client portal users section. To do sothis, navigate to system settings - client portal - manage clients clients.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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