How do I add a new client or a client who already has a Starter account to the Reseller Client Portal?

If the client that you wish to add to your reseller portal currently has a “Starter” account or has no account in the CCH they are considered New Users.

To add this client to your Reseller Client Portal:

  1. Login to the Reseller Client Portal.
  2. From the Overview Screen, check the circle next to Create New.


  3. Click the Create New button.


  4. Fill out the contact information for your client and click the Next button. Note that the “Class” field is the CCH whitebox account that your client belongs to. This cannot be changed after their account is created. The default class is “ucf.” If you select a different class, please ensure you have permission from the whitebox owner.

  5. Fill out the contact information for your client and click the Next button.

  6. Check the boxes next to the products you wish to add to your client’s subscription.


  7. When you check a box next to a product, a dialog box will appear. Click the OK button on the dialog box to confirm the addition of the product you chose.


  8. Click the Create button when finished.

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk