How to Add Additional Users

*Users will have the same access to view Invoices and make Payments

Log into Namely Customer Portal:

The primary billing contact on file will have access to create a new account and set up additional users.

login

Step 1:

Click “Create new account”

create

Step 2:

Using the primary billing contact e-mail (included in the Welcome To Namely Customer Portal distribution), create a new account to set up portal. Once you create an account, you will receive a verification e-mail. Please confirm your email to log in and access the portal.

Email Address = Primary Billing Contact E-Mail on file

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Step 3:

Once account is set up and you’re able to log in, you may add additional users.

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Step 4:

On the Home Page, go to “Settings” at the top right corner.

home-page

Next, click on “Account Information”.

settings

Proceed to “Contacts” and click “+ Add a Contact”.

account-information

Step 5:

Fill in the corresponding information to proceed.
Click “Submit” to add contact.

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Once the contact has been added with the individual’s email, the new user can follow steps 1 and 2 to create a new account with their individual email.

For additional payment questions, please reach out to service@namely.com.