How To: Make a New Updox Account in Partner Portal


This will walk you though making a new account in your Partner Portal.


Step 1:

Login to Partner Portal for your environment. 

NOTE: The link to your environment can be found here: Partner Portal 

Step 2:

Login to Partner Portal

Step 3:

Once you have successfully entered, navigate to: "Menu," then select "Accounts"

Step 4:

Select the "New Account" button

Step 5:

You will be prompted with a list of empty fields to be filled out.

Once Finished click "Create"

NOTE: You will only need to fill out the "Account Name" and "Address" fields IF you only intend to create a test account for yourself.

Step 6:

Find your newly created Account and click "Details"

Here, you can: Add Fax Numbers, Add Different Products, and Add Users.