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Onboarding Video 2: Setting Up Portal Account & Adding Users

After this video, return to Video Guide for the relevant service:

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BEFORE VIDEO

You should be viewing the Customer Info page. Navigate there in Portal by following these steps:

1. Selecting your Company Name in top right (between "Support" and your user name):

Portal_Add_User_Accounts_-_Your_Company_Name.png

2. The following options will appear in the upper-right. Select "Customer Info."

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3. Start the video tutorial below.

 

WATCH VIDEO

Video Description

This video covers:
- Setting up your Portal account
- Adding Emergency Contact Procedures
- Creating User Accounts
- Setting User Privileges

 

After Video

Return to video guide for your Silverline service:

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