How to Create an Online Account for a Consumer (Internally)

In a perfect world all consumers will go to your website and create their own account. They do this simply by visiting your site and selecting the First Time Users - Create Account option on the login page. When they do this, they will need to verify the following information:

• Reference Number
• Last Name
• Last 4 of SSN
• Email Address

The screen they see will look similar to this:

As an alternative, an Agent can create an Online Account for a user instead. This can be done by following the directions below:

Search for the account by reference number and open it. (for information on these steps see: https://concepts2code.freshdesk.com/a/solutions/articles/44001708529-how-to-bring-up-a-consumer-account).

Once the account is opened click on Create Online Account

The next screen will prompt you for the email address to be used for the account. Enter the email address (twice to confirm) and click the Create Online Account button.

After you have done this, the user will receive an email asking them to change their own password. They can follow those directions and then login.

If a user already has an online account, you will not be able to perform these steps.