Allowing Users to Request Accounts

In situations where you are dealing with clients with hundreds or even thousands of users where only a few of them will be using the portal, it is often desirable to add users to the portal on an as-needed basis. In this situation, you can set up the following approach:

1. Use your PSA contacts to keep the authorized list of users you want to provide service for. 
2. Sync to/from CloudRadial for your PSA only. Use TypeMapping, if needed, to make sure only the right contacts have access.
3. Don't sync users from Office 365. If the client has Office 365, you can sync basic information but uncheck the "Sync users?" option.
4. Go to Partner Settings -> Account & Branding. Under the Branding tab along with the log in page settings is the option "Allow users to request a portal account?". Check this setting and 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.