Create a New Client Portal User Account

In order for a client to use the portal to manage their Account, they will need to create a new Client Portal user account.
Clients will access the registration page by following a link that you send in an email through Service Autopilot. This email will need to contain the "Client Portal Signup" merge tag:

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The following steps to create a new Client Portal user account occur after the registration email has been sent to the client. 

Note: Clients who implemented the portal before 3/5/2021 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 a new Client Portal account, clients will follow these steps:

1. Open the email containing the Client Portal Signup link.

2. Select the blue link that reads, "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.

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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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Note: Pay careful attention to what special characters are allowed in your password. 

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 messages 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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