Add Customer

Add customer

1. Select the gear icon.

2. Search for the account to which the customer belongs.

3. In the Actions column, click Edit Account . The Account details page appears.

4. Select the Customers tab.

5. Click Add Customer.

6. In Create Customer, enter the following information:

   • Customer name.

   • Email address. A customer contact email address.

   • Phone contact. A customer contact phone number.

   • Account. This is the account to which the customer is assigned.

   • Intellicheck Customer ID. An ID for tracking customer transactions.

7. Select a Portal version. This will affect the results page appearance.

   • Portal V1 for the prior-generation results page.

   • Portal V2 for the new-generation results page.

8. Click Create. The customer is added to the account.