*Users will have the same access to view Invoices and make Payments
The primary billing contact on file will have access to create a new account and set up additional users.
Click “Create new account”
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
Once account is set up and you’re able to log in, you may add additional users.
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”.
Fill in the corresponding information to proceed.
Click “Submit” to add contact.