Create new accounts in Operator Portal
A new account can be created with your default values or can be copied from an existing template to get specific settings and content to the new account.
- Click on New Client Account near the top of the page.
- Select From Template if you have created a template you would like to use, or you can create a new account from scratch.
- Fill in the business details on the next page and click Create Account to finish creating the account.
- The account will be In Setup status by default, while you set up the account for your client. You can switch this status at any time to Mark setup as complete.
Updated 26 days ago