Need Help with Client Self-Registration Form

amg78

Hi everyone,

I'm working on a feature where clients can create their own login credentials through a form. I want to make it user-friendly and secure, but I'm not sure where to start. Any tips or advice on how to set this up effectively would be greatly appreciated!

wrongecho

Hey @amg78

This is an interesting idea. It's worth mentioning that I have future plans to allow Technical contacts to add/update other contacts in the portal.

What's the user flow you see working here? It sounds like you want to allow full self-registration (i.e. the user navigates to the portal and is able to sign up using their company domain email)?

amg78

wrongecho

HI thanks yes the idea is to have a self-registration 🙂

Bigbug

Also thought of this…

It could come in very handy
especially when onboarding a new client, instead of taking all of the info over the phone I'll just send them a link where they could fill out the form and submit, and it'll show up as a lead in the portal

I was thinking of being able to iframe it into my main website, or send them an email with a link

wrongecho

Would be helpful here to differentiate between client/lead and contacts. These are distinct elements and separate parts of the code.

amg78

there is way using API?

wrongecho

We don't currently have a create endpoint for the client API.