How Portal End-users Register

In order for your customers' end-users to access the Self-serve User Portal they must have an account.

Customer users with client Remote Management & Monitoring Dashboard accounts would have been automatically imported during the integration process - and can use their existing Remote Management & Monitoring login credentials to access the Portal.

For users without existing login credentials there are two ways to set up an account:

• Registration by a Staff Agent in Service Desk
• Self-registration by end-user in the Self-serve User Portal

Registration by a Staff Agent in Service Desk

1. Click on the Customer icon in the navigation panel:



2. Select the customer that you want to add the end-user for. The Customer pages are displayed.
3. Click on the Users tab:



4. In the New User dialog, enter the necessary end-user details.
Note - The email address entered acts as the username when accessing the Self-serve User Portal.
5. Make a note of the password and pass on to the end-user.
Note - The end-user can now change their password in the Portal.

Self-registration by end-user in the Self-serve User Portal

1. End-users should access the portal with the URL included in your welcome email - this is the root directory of your installation e.g. http://[yourcompany].maxdesk.com.



2. In the Portal window, end-users should click Login/Register and click on the Register a new account link:



3. The end-user should then enter their account details - linking to Twitter if desired - then click on Register.

This will log the user into the Portal.