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