You can now let clients create their own workspace without needing an invitation.
How to enable it
Go to Settings > Portal Settings and toggle Self-signup on:
What happens when it’s enabled?
A “Sign up” button appears on your client portal login page
Clients can create their own account without prior invitation
A new workspace is automatically created for them, using your default template
The workspace will be named after their company name, or full name if they’re an individual
Can I disable it?
Yes — just go back to Settings > Portal Settings and turn it off at any time.
Still have questions? Feel free to reach out! 😊