How Does A Client User Sign Up & Create A Client Portal

Pre requisites for your Vendor (UtilizeCore Client) to follow before sending invitation

1. Go to company settings and turn on Client Portal switch under Trips.
   
   
2. Go to the Client portal and turn on Work Orders and Service Requests switch.
   
   
3. Send a new invitation to your Client.
   
   

Sign up process

1. Go to your email and click on the link "click here."
   
   
2. Enter first name, last name, enter new password 2 times and click on the blue button to read Terms & Conditions.
   
   
3. Read the Terms & Conditions and click Accept.
   
   
4. Click on Create Account button.
   
   
5. Enter all the fields with an asterisk "*" and you can leave the remaining fields empty. Click Next in the bottom right corner.
   
   
6. You can customize your profile URL as per your requirement or leave the default URL. Click Next.
   
   
7. Click Skip.
   
   
8. Select the checkbox "I have a small team." You can add new Team Members after the portal is created as well. Click Finish.
   
   
   
   
   This will take you to the Work Orders page.