HELP FILE

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:

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.

1. 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.

2. On the Activate Your Account page, customers can enter their name and email address, as well as create a password.

3. After clicking Save, they are automatically logged in to the Customer Portal and start using their account.

Self-register via the Login page

Note: Administrators must have this feature enabled in order for customers to use this process.

1. Customers can go to the Customer Portal URL provided by their agent (available under Configure > Customer Portal > Portal Address).

2. Customers can click Create an account on the Login page.

3. Customers can enter their name and email address, then click  Create Account.

3. They can find the confirmation email in their inbox, then click the activation link to complete their registration.

Self-register via a Google account

Note: Administrators must have this feature enabled in order for customers to use this process.

1. Customers can go to the Customer Portal URL provided by their agent (i.e., "https://my-customer-portal.assist.com/portal").

2. Customers can click Sign in with Google on the Login page, then enter their Google login credentials.

3. Customers can click  Accept to complete their registration and log in to their new account.

Self-Register via email

Note: Administrators must have this feature enabled in order for customers to use this process.

This option automatically registers people as customers when they email your support addresses for the first time.

1. Send an email to the support email address provided by the agent (accessed at Configure > Services > [select service] > General).

2. On the Activate Your Account page, customers can enter their name and email address, as well as create a password.

3. After clicking Save, they are automatically logged in to the Customer Portal and start using their account.

Related

Configure Customer Portal Settings

Configure Customer Portal Access Permissions

Configure Self Registration via Active Directory Authentication

Use the Customer Portal