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Customer Portal: Customer Account Creation
In this article we will show you the process your Customer will go through to create their account and login to the Customer Portal.
Customer Creates Account
After you have sent an invite to your Customer they will receive an Email.
In that Email there will be a button for them to click on to start the Account creation process:
After your Customer has clicked on the button they will be re-directed to the Sign Up page for the Customer portal.
On the Sign Up page your Customer will then:
- Enter a Username.
- Enter their Password.
- Re-enter their Password to confirm it.
- Click “Confirm” to complete the account creation.
Customer Logs Into Their Account
After your Customer has created their account they will then be redirected to the Login page.
From there they can then enter their Username and Password and Login:
- Enter Username.
- Enter Password.
- Complete the CAPTCHA.
- Click “Login”.
After logging in your Customer will now be in the Customer Portal:
And that’s it! Your Customer can now log in to and work with the Customer Portal at anytime.