How To: Make a New Updox Account in Partner Portal


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


Step 1:

Log in to the 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 Create New.

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, different products, and users.