I need the ability to automatically enable client onboarding when a client is added through the API, including Zapier and WP Forms, without requiring manual activation of the secure portal.
Additionally, instead of requiring clients to receive an email and click a link, I need the ability to have the secure client access and Credit Hero Score links to be displayed directly on the onboarding page. The information that would typically be sent via email should be retrieved via API and shown immediately on the onboarding page while the client client is being created. This would allow for a seamless experience and increase conversions by providing instant access without extra steps.
Please let me know if this can be enabled for my account or if there is a workaround. This is urgent as I am launching a campaign and need a smooth, fully automated client intake process.