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Image AddedSetting up the Client Portal is a two step process.  The first step is creating credentials for the Account Manager.

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  • Click on "Manage" then "Account" in the navigation bar on the left

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  • Find the account you want to work with and click on the account name

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  • When the account detail page opens, scroll down to the Additional Options section and click on "Identifier and Account Manager Credentials"

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  • When the "Identifier and Credentials" screen appears click on the "Emulate" button.  The Account Manager page will appear.  

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The second way to create Admin credentials is to log in as the Account Manager.

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