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.
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 the user needs to fill out their first name, last name, username, email, and password.
To be noted that if the setting is configured as "approved by user," when a client portal user signs up, their account will initially be inactive. The administrator will receive an email notification to approve the user or can manually activate the account from the client portal users section. To do this, navigate to system settings - client portal - manage clients.
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