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.
Step 1:
Click “Create new account”
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
Step 3:
Once account is set up and you’re able to log in, you may add additional users.
Step 4:
On the Home Page, go to “Settings” at the top right corner.
Next, click on “Account Information”.
Proceed to “Contacts” and click “+ Add a Contact”.
Step 5:
Fill in the corresponding information to proceed.
Click “Submit” to add contact.
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.