Allowing Users to Request Accounts

In certain situations, Partners deal with clients with hundreds or even thousands of users. But in reality, only a few of them will be using the portal. In these cases, it's often desirable to add users to the portal on an as-needed basis.

You can set up a process to limit the number of users loaded in the portal and change the log-in process to as-needed only. To do so, we'll need to set up the option to allow users to request the creation of their own portal accounts.  

• How to Set Up Portal Account Creation
• Additional Tips to Keep User Count Accurate

How to Set Up Portal Account Creation

In this situation, you can take the following approach:

1. Navigate to Partner > Settings
2. Select Account & Branding at the top right, under the Setup section
   
                                                  
   
   
3. Select the Branding tab
4. In the Log In section, toggle the option to Allow users to request a portal account?
   • Once toggled, edit the options for board/queue, status, and email to generate a ticket or email when a user requests an account.
   • This will provide an option on the log-in page to request an account which will show a form requesting user information that is added to the request you'll receive.

Now, when a user requesting access to the portal selects this option, they will be prompted to fill out a dialogue that will submit a ticket to the destination selected in step 4.

Additional Tips to Keep User Count Accurate

• Use your PSA contacts to keep the authorized list of users you want to provide service for. 
  
  
• Sync to/from CloudRadial for your PSA only. 
  • Use TypeMappings, if needed, to make sure only the right contacts have access.
    
    
• Don't sync users from Office 365.
  • If the client has Office 365, you can sync basic information but uncheck the Sync users? option.