How to Add Sub-Accounts in the Secure Customer Portal Print

1. Log In: Access your Secure Customer Portal by logging in with your credentials.

2. Access Account Settings:

   • In the upper right corner, click on "Hello, [Your Name]".
   • From the dropdown menu, select "Edit Account Details".

3. Navigate to Contacts/Sub-Account:

   • On the left side menu, under "My Account", click on the third option, "Contacts/Sub-Account".

4. Add Sub-Account Information:

   • Fill in the required information for the new sub-account.

5. Activate Sub-Account:

   • Tick the checkbox next to "Activate Sub-Account".

6. Set Permissions:

   • Under "Sub-Account Permissions", select the permissions you wish to grant to the sub-account.

7. Save Changes: Click "Save Changes" to finalize the setup.

Your sub-account has now been successfully created with the designated permissions.