How to enable self-registration in Client Portal?

For root administrators: allow new users to create a portal account without manual user creation in Constructor.

When you'll need this

• Clients should register themselves in Support Portal.
• You need a registration form with extra fields (organization, tax ID, etc.).

What's important to know

• Registration requires a Client Portal role and portal URL (easiest under Settings → Client Portal → Instance & access after enabling Client Portal settings).
• Mailgun must be configured for transactional email (Settings → Email in Constructor, checklist steps 1–2). Without it, registration returns an error and the account is not created.
• After registration, the user must confirm their email via the link in the message before they can sign in. Until confirmation, login shows “confirm your email”, not “invalid credentials”.
• Users with the Client Portal role cannot sign in to Constructor.
• Registration fields are client fields with Show on Client Portal registration enabled.

Before you start

• You are signed in as root.
• Client Portal is deployed on its own URL.
• Mailgun is set up and at least one sending domain/account is active (same stack used for password reset and credential emails).

Step-by-step

1. Role for portal users

1. Open Settings → Users → Roles.
2. Create or edit a role (e.g. seeded client_portal or your portal customer role).
3. Enable the Client Portal module (access to the Support Center).
4. In Operator Panel, turn the module on (top toggle).
5. Under Operator Panel Settings, enable View only (not Save) for: Themes, Statuses, Dialogue statuses, Priorities, Metrics. Without these, the ticket list filters and badges may fail to load.
6. Under Additional Operator Panel settings, enable Access for View CSAT and Remove CSAT — without these, portal users cannot save a rating after the ticket is closed.
7. Do not enable Client Portal for operator or Constructor administrator roles.
8. Save the role and note its id (needed in step 2).

On new instances, Engine seed applies the same permission set to client_portal. For existing roles, configure steps 4–6 manually.

→ Details: Configure roles

2. Portal URL and self-registration

1. Under Settings → Instance settings, enable Client Portal settings (Constructor) (category Client Portal).
2. Open Settings → Client Portal → Instance & access.
3. Set Client Portal URL (https://…).
4. Turn on Enable self-registration and pick Role for new users from step 1 (if the list is empty, use the Settings → Roles link in the warning).
5. Click Save.

Alternative (root): same keys manually in Instance settings — client_portal_url, portal_registration_enabled, portal_registration_role_id. → Configure instance settings

3. Registration form fields

1. Open Settings → Bots → Client fields (or Client fields in the menu).
2. For each field on the registration form, enable Show on Client Portal registration.
3. Click Save in the page header.

→ Details: Configure client fields

4. Verification

1. Open the portal URL in a private/incognito window.
2. Confirm Create account is available.
3. Register a test user — you should see check your email (no automatic login).
4. Open the confirmation link from the inbox, then sign in and create a ticket.

Related materials

• Administrator hub
• What is Client Portal
• How to register (end user)