How do I add a client who already has an account?

 

Prerequisites:

  • A Common Controls Hub account
  • A Reseller Portal account
  • Client CCH ID

 

Active Subscriptions

If the client you wish to add to your Reseller Portal has an active subscription, the client will need contact at sales@unifiedcompliance.com to request their account be managed by a Reseller.

 

Starter Accounts & Inactive Subscriptions

If the client you wish to add to your Reseller Portal has a starter account or inactive subscription (meaning the client had a subscription at one point, but the subscription has now ended) you can add them through the Reseller Portal.

  1. Login to the Reseller Portal.
    Reslndgpp_SM05242018.png
  2. Click the Add Customer button.
    Resllandpp_SM05242018.png
  3. Search for your Client by CCH ID.
    ResaddcusID_SM05292018.png
  4. Click the ADD button.
    ResaddcusIDadd_SM05292018.png
  5. Click YES to add the Client.
    Resaddcuscnfrm_SM05242018.png
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