Differences

This shows you the differences between two versions of the page.

--- administration:creating_a_new_account [2025/08/11 18:27] – created rob
+++ administration:creating_a_new_account [2025/08/11 18:47] (current) – grant
@@ Line 1: / Line 1: @@
 ====== Creating a New Account ======
+Creating a New Account
+Portal Access
+Simulated Environment: https://cts.sim.t4login.com/
+Live Environment: https://www.t4login.com/
+{{:administration:accountc1.png?500|}}
+After logging in to the portal, select “Accounts” from the left-hand menu. Select “Create a Account” on the top of the Users page.
+{{:administration:accountcr2.png?500|}}
+You’ll be prompted to enter some initial details:
+** 1. New Account:** Enter a unique account name. This cannot be changed once created.
+** 2. Firm:** Select the firm the account will belong to.
+** 3. Copy from Account:** (Optional) Enter an existing account to copy setup settings from.