How to Create a New Account

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

1 Create a New User for Existing Customers
2 Create a New Customer and User Account

Create a New User for Existing Customers

If your company is an existing company, you must have your Customer ID to create a new user account.

Create a New Customer and User Account

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. If this checkbox is not available, please contact your carrier’s customer support.

Quick Tip: Company and Billing addresses are validated before creating new accounts.

Your new user account will use the information entered in the Company Details section.

The user account’s Name will use the Company Name entered.
The user account’s Email will use the Contact Email entered. This can be changed on the https://cxtsoftware.atlassian.net/wiki/spaces/RAP/pages/840597570 page.