Create New Member Accounts
Client Services Management (CSM) and sales representatives should follow these steps for the account enrollment process.
To create a new member account:
To create a new member account:
| Select Account in the navigation bar at the top of the page. | |||||||||||||||||||||
| Click Create New Member Accounts in the Links pane on the right side of the page. | |||||||||||||||||||||
Fill-in all applicable information on the Create New Member Accounts page. At a minimum, be sure the following required fields have been completed:
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| Click Create Account. | |||||||||||||||||||||
| Review the Next Steps for a customer to complete the account enrollment process, and then click Continue. An email is sent to the organization's corporate contact, requesting completion of the enrollment form. The account appears within the Member Account Enrollments table as a New enrollment in the Status column. |
