Sign Up Feature - Client Portal User

Objectives

• To Enable Sign Up Feature
• Add Client Portal Users

Steps

Rather than adding you as a client portal user from Lexzur system directly, the administrator can share a link with you where you can set up your account. First of all, the administrator needs to grant permission to allow client portal users to sign up. To do so, system settings - setup & configuration - client portal - allow client portal users to sign up. You can grant permission to allow only collaborators, only clients, or both to sign up.

Furthermore, you can adjust the new sign-up approval type to be either approved by default or by a user. If you choose "approved by user," it's necessary to specify the user responsible for approving new sign-ups.

 Now you can send the client portal user a link to sign up. System settings - client portal - Managing clients and the URL could be shared with the user to set up the client portal account. 

The client portal user will access the signup link, where they will need to provide their first name, last name, username, email, and password. 

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

Thank you!