Objectives

• Enable Sign Up Feature
• Sign up to the Client Portal

Steps

Administrators have the option to enable client sign-up directly through the client portal, eliminating the need for manual addition from the main app's configuration page. By sharing the CP URL, clients can set up their accounts themselves.

Enable Sign up

To activate this feature, the administrator must first enable it at the client portal level. This can be done by:

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If it's set to "approved by default," any sign-up requests from client portal users will be automatically approved by the system. Otherwise, the selected user should approve any new sign-up request from the client portal and activate their account.

Sign up to the Client Portal

 The administrator should share the URL for Clients with the client portal user. To do so:

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