How can a Partner provision / create a new customer in Actifile?

  • From the Actifile Home Page, click on the Login Link. The Login Page will be displayed
  • Input the Partner credentials and click on the Login button. The Partner will be logged in successfully and will be navigated to the Partner Portal
  • From the Partner Portal, click on the Customers menu item. The Customer Management page will be displayed
  • From the Customers Management Page, click on the Add button. The page to create a new customer will be displayed
  • Input all the relevant customer data and click on the save changes. The new customer will be added.
  • An email will be sent to the Customer‘s email id.
  • The Customer has to click on link provided in the email. The Customer will be successfully registered and can login to Actifile.

 

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