Objectives
- How to Login
- How to sign up
Steps
In Lexzur, you can use the Client Portal, either by logging in or signing up.
Logging in:
To log in to the client portal, The administrator has to add you as a client portal user.
This could be done by going to the System Settings → Manage Clients
You can add a new client either from the Add Client hyperlink or from the Actions button.
Once adding a new client, an invitation will be sent to the client in order to access the client portal.
All you have to do now is to add a password to your account. Then, you'll be able to access the client portal.
Signing up:
In Lexzur, a client can directly sign up for a client portal account. The administrator should share the client portal URL with him/her. The URL can be found in the Manage Clients page.
Once accessing the portal through the URL, you'll have the option to sign up by clicking on the Sign-Up hyperlink.
All you have to do now is to fill the mandatory fields and sign up.
The sign-up feature should be activated from the client portal settings inside the setup and configuration section by the system administrator.
Moreover, if users forgot their passwords, they're now able to change it from the client portal directly.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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