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Status On our roadmap
Created by Guest
Created on Feb 3, 2026

Customers sign up for portal access

I would like to have a link on my website that goes to the client portal, and if they don't have an account already, they are able to sign up based on the email address they can be matched to their account. Some one is not always available to send an invite and then have the link expires after 30 days, someone has to reinvite. This should be able to be done with a portal sign on page. Or a way that the client can request an automated invite.

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