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How do I create a login for a team member in the Customer Portal?
This article will outline how to create a new login for members of your team within the Customer Portal.
All customers with Portal access will be able to complete this action.
To locate your team's settings:
- Navigate to the Team Module
To create a new Team Member:
-
- In the top right corner, click "NEW TEAM MEMBER"
- A pop-up box will appear
- Enter the Team Member's first name
- Enter the Team Member's last name
- Enter the Team Member's email address
- Confirm the Team Member's email address
- Click "SAVE"
- In the top right corner, click "NEW TEAM MEMBER"
...and that's it!
An email will be sent to the Team Member requesting that they set up their account and select a new password.
If you're looking for a more visual explanation on this, check out the video below!