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.

Screenshot

• 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.

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. Naviagte 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. 

An email will be sent to the administrator for approval of the Client Portal Sign Up. Once approved, the client portal user will be able to access the portal and start working on it. 

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

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