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You will then be asked to fill in your contact information.

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Note

Please enter an individual email address that only your Contact uses

Click the “Save” button when finished.

(Title field will showcase as Role in the Portal)

4️⃣

Your newly created contact will now show up in the Account contact list highlighted in the Blue Area

4️⃣

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step4
step4
Select the contact you want to give access to the portal from the contact list

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