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:

1. Navigate to the Team Module
   

To create a new Team Member:

1. 1. In the top right corner, click "NEW TEAM MEMBER"
      
   2. A pop-up box will appear
      
   3. Enter the Team Member's first name
   4. Enter the Team Member's last name
   5. Enter the Team Member's email address
   6. Confirm the Team Member's email address
   7. Click "SAVE"
      

...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!