Allowing Clients To Create New Accounts
TTP provides the ability for you to add a New Clients link to your website. This will allow new clients to create an account directly on TTP. TTP will also run an email search to make sure that this new client doesn't already have an account in your system (to help prevent duplicate accounts). You can configure this option directly from the Portal Settings screen. There are two options for allowing clients to create their own accounts:
Accounts Require Approval – This will allow your clients to create their own account which will be in a pending state until approved by an administrator.
Auto Approve Accounts – This will allow your clients to create their own account without having to be approved by an administrator. These clients will be automatically added to your client list and have access to their client account after they submit your new client form.
After selecting one of these "Yes" options for the "Allow Clients To Create Accounts" field, TTP will allow you to customize the fields included in the form and give you a new URL to add to your website for that "New Clients" button:
For more information on configuring your new client form, see our help article on Best Practices For The New Client Form.