Sign Up
Here you can set up Client and Partners Sign Up options.
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Here you can set up Client and Partners Sign Up options.
Last updated
Was this helpful?
Sign Up screen is separated in two view parts: Sign Up settings on the right and Sign Up window Preview.
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
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)
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.
This selection defines what names should be generated for Clients Organizations. Later they can be found as sub-organizations of Clients organization.
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)
4 independent options here, enable those needed:
Distributor
Reseller
Contractor
Installer
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.
That's what new users will see after click on Sign Up button on the welcome screen. There are 4 options:
