How to Add Sub-Accounts in the Secure Customer Portal

  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.

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