How User Accounts Are Created Through Email and Signup
Creating user account through signup
How to enable signup option
- Access the Admin module within the agent portal.
- Open the customer portal and select the security button.
- Enable the option to allow users to sign up through the customer portal.
- Click the update button to save changes.
Conditions to display signup option in the customer portal
To display the signup option in the customer portal, the form login feature must be activated.
Steps to enable Form Login
- Access the Admin module within the agent portal.
- Open the customer portal and select the login button.
- Activate the BoldDesk Login (Form Login) option.
- Click the update button to save changes.
How to sign up in BoldDesk
To create a user account through the signup process, follow these instructions in the BoldDesk customer portal:
- Go to the customer portal and select the signup option on the login page.
- A registration form will be displayed. Provide your name, email address, and time zone.
- Click the signup button to proceed.
- Upon successful account creation, an activation email will be sent to your registered email address.
How to verify accounts
Account verification enables users to activate their accounts and access the portal. By utilizing the verification link provided, users can set up login passwords for their accounts, which are required for form logins. To complete this process:
- Open your email inbox and locate the verification email.
- Click on the activation link in the email, which will direct you to the sign-in page.
- Confirm your username.
- Enter and confirm your password.
- Click ‘Submit’ to proceed, and you will be redirected to the BoldDesk sign-in page.
Users have the option to use social login for automatic account verification.
Creating user account through email
When an unregistered user sends an email to the BoldDesk support email address, the email is transformed into a ticket, and a new contact is automatically created. An email with activation link is sent to users to activate their accounts.
To learn more about converting emails to tickets, click here
