Creating a New Account

A new account can be created fresh or copied from an existing template to transfer specific settings and content.

To create a new account:

1. Log into the Operator Portal.
2. Click New Client Account.
3. Optional: To create from a template, click From Template.
4. Enter the details on the form.

4. Click Create Account.

The account will have the "In Setup" status by default. You can switch this status at any time to "Mark setup as complete".