Let customers sign up themselves

Where the setting lives

Self sign-up is set per help center, so a brand with its own site can have its own rules.

1. Open Support → Support settings → Help center.
2. If you run several brands, pick the site with the pills at the top (Default, or a brand name).
3. Scroll to the Self sign-up card.

The Self sign-up link on the Portal users page brings you to the same place.

Turn it on

Switch on Let visitors create their own portal accounts. From then on:

• The help center header shows Sign up next to Sign in, and the sign-in page offers New here? Create an account.
• A Sign-up link row appears under the switch with a copy button. Paste the link into onboarding emails or your website.
• Each sign-up creates a portal user and a support contact in your workspace.

Switch it off again at any time; existing accounts keep working.

Limit who can sign up

Setting	What it does
Allowed email domains	Empty means anyone can sign up. Add a domain, for example client-company.com, and click Add to allow only addresses at that domain. Subdomains match automatically. Remove a domain by clicking the × on its chip.
Auto-link customers	When a new sign-up's email exactly matches a customer, or its company domain matches exactly one customer, the account is linked to that customer straight away. An ambiguous match is left Not linked for you to resolve on the Portal users page.

The list of allowed domains is never shown to visitors. Someone from a domain you have not allowed sees the same Check your email screen as everyone else, and no code is sent.

Choose what self sign-ups can open

The What self-signups can access card applies only to accounts created through this help center's sign-up; invited users always start with the full portal.

• Support tickets: create and track support requests.
• Onboarding & tasks: the Home dashboard, tasks, projects and forms. This only has content once the account is linked to a customer.

You can still change any individual account later under Access on the Portal users page. The public help center itself never needs an account.

Brand sites follow the default site

A brand's help center shows a banner reading Following the Default help center's sign-up settings until you change something on it. After that it reads This site has its own sign-up policy, with a Use default settings button to go back to following the default site.

What the visitor sees

1. They click Sign up in the help center header (or open your sign-up link) and land on Create your account, which reads Join Your workspace's customer portal. We'll email you a verification code.
2. They enter their Email and click Continue. The next screen, Check your email, says If their address is eligible, a 6-digit code is on its way.
3. They enter the code from the email, then fill in First name and Last name under Complete your profile and click Create account.
4. They return to your help center, signed in, with Tickets (and Home, if allowed and linked) in the header.

When sign-up is off, the same page reads Sign-up isn't available and asks the visitor to request an invitation instead. A member of your own team who tries to sign up is told to sign in to the main app, and a deactivated portal user is told that their access was deactivated.

Next: How customers sign in and manage their profile.