Comprehensive Guide to Customizing Your Account Settings and Enabling Client Sign-Up

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open the settings menu.
• This action will lead you to various configuration options for your account.
• Ensure to review all available settings for optimal customization.

STEP 2: Click on "App Settings" to Access Company Configuration

• Navigate to the "App Settings" section in the left sidebar.
• Ensure you are on the Company Settings page.
• Fill in the required fields marked with an asterisk (*):
  • Company Name
  • Company Phone
  • Company Email
• Optionally, provide the Company Website.
• Click "Save" to apply your changes.

STEP 3: Click on "Client Sign up Settings"

• Navigate to the "Client Sign up Settings" tab in the App Settings.
• Ensure you review the following fields:
  • Date Format: Choose your preferred date format.
  • Time Format: Select the desired time format.
  • Datatable Row Limit: Set the maximum number of rows displayed.
  • Default Timezone: Specify the timezone.
  • Default Currency: Choose the currency.
  • Language: Select the preferred language.
• After making changes, proceed to the next step by clicking "Allow Client Sign Up."

STEP 4: Click on "Allow Client Sign Up"

• Navigate to the "Client Sign Up Settings" section.
• Locate the "Allow Client Signup" input field.
• Click on the checkbox to enable client sign-up.
• Ensure the Client Signup URL is correctly displayed.
• Proceed to the next step by clicking on "Need admin approval after client sign up".

STEP 5: Click on "Need admin approval after client sign up"

• Ensure the "Need admin approval after client sign up" checkbox is selected.
• This setting requires admin approval for new client sign-ups.
• After making changes, remember to click the "Save" button to apply your settings.

STEP 6: Click on "Copy Icon" to Copy Client Signup URL

• Locate the Client Signup URL section.
• Click on the Copy icon next to the URL to copy it to your clipboard.
• Ensure the URL is copied successfully (you may see a notification confirming the action).
• Proceed to the next step by clicking on the Save Button.

STEP 7: Click on "Save" to Confirm Client Signup Settings

• Ensure all required fields are filled out.
• Locate the Save button highlighted in red.
• Click on the Save button to confirm your settings.
• Review any confirmation messages that appear after saving.