How to Create a New Account in the Client Portal
- Michelle Cabaya (Unlicensed)
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.
Create a New Customer and User Account
You must have the Global Option Create New Account enabled in the Internet Options tab. See Global Options.
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.
Quick Tip: Company and Billing addresses are validated before creating new accounts.
The new user account will use the information entered in the Company Details section.
The user account’s Name will use the Company Name entered. This can only be changed in the Operations App in the user’s internet user record. See Internet Users or Internet Users (Classic Operations App).
The user account’s Email will use the Contact Email entered. This can be changed on the User Profile page of the Client Portal, or in the Operations App Internet Users/Internet Users (Classic Operations App) section.