Create a New Client Portal User Account

In order for a client to use the Client Portal to manage their Account, they will need to create a new user account to get started. Initially, users will access the registration page by following a link that you, the Member, send in an email through SA. This email will need to contain the Merge Tag "Client Portal Signup":

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The steps outlined below to create a new Client Portal user account assume this email has already been sent to the user. 

Note: for Members who implemented the Client Portal before 3/5/2021, any clients using the Client Portal before that date will access it as they normally would. Once they enter their login credentials, they will be redirected to what is step 5 in this article. Any new Client Portal users will need to be sent an email with the "Client Portal Signup" Merge Tag as described above.

To create their new user account, clients will follow these steps:

  1. Open the email containing the Client Portal signup link.
  2. Click the blue link reading "Click here to register". This link will open a setup wizard in your browser.
  3. In step one of the wizard, enter a username. This username must be unique across all SA Client Portal users, not just within a single Member’s account.

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  4. Click Next.
  5. Enter a password. It must have eight or more characters, upper and lower case letters, at least one number, and at least one special character.

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  6. Click Next.
  7. Answer three security questions.

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  8. Click Next
  9. Review and accept the terms of use. You can also opt-in to text message and email notifications.

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  10. Click Next. The page will reload and take the user to a login screen. 
  11. Enter the new username and password to log in.

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