How to Create a New Account in the Client Portal

For Client Portal Users see How to Create a New Account.

Users can create a new account for the Client Portal by clicking the Create New Account/Login link under the login box.

Quick Tip: You can also create a new internet user record in the Operations App. See Internet Users or Internet Users (Classic Operations App).

Create a New User for Existing Customers

Users who know their customer ID can create user accounts by entering their information to create an account.

The customer ID is found in the Customers section in the Operations App. See Customers - New/Edit Customer.

New customers who do not have a customer ID can check the I don’t have a Customer ID checkbox to create a new customer and user account.