Register Customers for the Customer Portal
Learn how customers can be granted access to the Customer Portal.
See Configure Customer Portal Access Permissions for more information about limiting or opening how who can register for the Customer Portal. See Use the Customer Portal for more information about how customers can use the portal once they're registered.
Before customers can log in to the Customer Portal, they must first be granted access and then registered for an account. Customers can be registered for a Customer Portal account in any of the following ways:
- If their agent adds them as a customer on their account, they can complete their registration through their invitation email.
- They can create an account on the Customer Portal login page (if portal self registration is enabled).
- They can create an account using their Google account (if portal self registration and "Sign in with Google" options are enabled).
- They can send an email to the account's support address and be granted access (if email self registration is enabled).
- They can log in to an internal authentication website with their Windows credentials (if Active Directory Registration & Authentication is enabled).
Activate an account created by an agent
In this situation, customers have been registered for an account by an agent and need to complete the process by activating their registration.
- Customers can click the Activation link in their invitation emails. Alternatively, agents may provide customers with the "Pending Activation" link located on their Customer Account page.
- On the Activate Your Account page, customers can enter their name and email address, as well as create a password.
Self-register via the Login page
- They can find the confirmation email in their inbox, then click the activation link to complete their registration.
Self-register via a Google account
- Customers can click Sign in with Google on the Login page, then enter their Google login credentials.
Self-register via email
- On the Activate Your Account page, customers can enter their name and email address, as well as create a password.
Article last updated: 27 September, 2022
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