How to Use Client Portal Sign Up Feature

Objectives

• 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, clients, or both to sign up.

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. Otherwise, the selected user should approve any new sign-up request from the client portal and activate their account.

Sign up to the Client Portal

 The administrator should share the URL for Clients with the client portal user. To do so:

• Navigate to the System settings -> client portal -> Manage clients 
• Copy and share the URL in the way that suits you. 

• The client portal user will access the link which will redirect them to the Client Portal login page
• In this case, they don't have an account to sign in. They will have to click on sign up

• They should fill out their First Name, Last Name, Username, and Email and create their own Password.

It's important to note that if the setting is configured as "approved by user" when a client portal user signs up, their account will be initially inactive. The responsible user will receive an email notification to approve the new sign-up and activate the account. 

Administrators can also do this manually from the Client Portal Settings→ Manage Clients and choose "Approve" next to the new user name.

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