Sign Up

Here you can set up Client and Partners Sign Up options.

Sign Up screen is separated in two view parts: Sign Up settings on the right and Sign Up window Preview.
Sign Up Settings
Links
Privacy Policy Link – https:// format link placeholder
Terms and Conditions Link – __https:// format link placeholder
Contact Email – placeholder for an Email of administrator or tech-support who handles user invitations
Client Sign Up
Enabling this option allows your Clients to be able to sign up by themselves by web and mobile apps.
(Client Sign Up is open picture in Preview)
User Metadata Collection
Collect user metadata on Sign Up – by enabling user data collection you are confirming that you have provided all legally required disclosures (e.g. Privacy Policy, Terms Of Service) and are compliant with all local privacy laws and regulations (eg. GDPR, CCPA, etc.) of the geography of your company and that of your users.
Mark Checkboxes accordingly to your requirements.
Custom fields can be used for some specific data you set. 30 Characters limit.
Client Sign Up metadata collection options
Default Name for Client Organization
This selection defines what names should be generated for Clients Organizations.
Later they can be found as sub-organizations of Clients organization.
Partner Sign Up
Enabling this option allows your Partners to be able to sign up by themselves and have special access and features by web and mobile apps.
(Partner Sign Up is open picture in Preview)
Enable at least one Partner type to work with
4 independent options here, enable those needed:
Distributor 
Reseller 
Contractor 
Installer
User Metadata Collection
By enabling organization and user data collection you are confirming that you have provided all legally required disclosures (e.g. Privacy Policy, Terms Of Service) and are compliant with all local privacy laws and regulations (eg. GDPR, CCPA, etc.) of the geography of your company and that of your users.
Mark Checkboxes accordingly to your requirements.
Custom fields can be used for some specific data you set. 30 Characters limit.
Partner Sign Up metadata collection options
Sign Copytext and Links
Preview
That's what new users will see after click on Sign Up button on the welcome screen. There are 4 options:
Sign Up is closed. Invitations only.
Client Sign Up is open
Partner Sign Up is open
Both Sign Up types are available

Mobile Apps

Next - Add-Ons

Add-on list

Last modified 1mo ago