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How can I approve a newly registered account?

If user registration is enabled for your portal, new users can create an account through the registration form. As an admin, you will receive a notification when someone signs up so you can approve or reject the request.

How to approve a newly registered account

  1. When a new user registers, the admin email address linked to your portal will receive a notification.

  2. Open the email and select the clickable URL included in the message.

  3. This URL takes you directly to the approval page where you can grant the new user access.

  4. Once you approve the account, the user will automatically receive an email with instructions to create their login credentials.

Note: user registration is a feature that must be activated by Customer Success.