Sign Up Feature - Client Portal User

Objectives

• To 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:

• Navigating to system settings -> setup & configuration under system preferences.

• 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.

  It's important to note that this action will consider the available number of licenses.

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.
• Alternatively, 

 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. 

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

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.

Thank you!