Registering on the Customer Portal as an Individual Overview

You can register as an individual associated with a company. When you register as an individual associated with a company, you enter your personal data into the registration form. This data includes your name, address, phone numbers, e-mail address (this is your user ID), and a password that you create. After you successfully save the data, you are registered on the Customer Portal.

Note: When you click the My Profile link to update your profile, the address fields display the company address  information.

Before you can register on the Customer Portal, you must have a valid e-mail address.  If you are registering as an individual associated with a company, you must also enter the Sage Reference Number or Company ID for that company.

Important
 If you do not enter the Sage Reference Number or Company ID when you register as an individual, you will not be associated with a company and will not have access to product information or to protected Knowledgebase content that relates to.the products you own.
 
In the Customer Data – Person window, you enter personal data in the required fields. The Customer Number field prepopulates with the data you entered on the initial Registration page.

 Important
The Email and Password data entered here become your login on the Customer Portal.

If no errors are encountered, the message You have successfully registered displays. You can click Log In to log in to the Customer Portal. You are prompted to enter the email address and password you just registered with.

Now the Welcome page greeting displays your name and the Log Off link. From here, you can click the appropriate tab to perform a Knowledgebase search or an advanced search, view documents, view any subscriptions you have, use Self Service to create Service Tickets or Support Tickets, view forums, or view your profile. 

See Also
Registration Overview
Register on the Customer Portal as an Individual with a Company