After the management company sets up your account on Salesforce, they will send you an onboarding email. This email will include a link that leads to your company setup in the client portal.
The first screen you will land on asks for you to verify your first and last name as well as set your password. All fields are mandatory, so fill in all the requested information. Take special care with your username and password, those credentials will be used from now on to access your account on the client portal. Once finished, hit “CREATE”
Upon logging in, you'll be directed to the dashboard. Now, let's navigate to the "Company settings" section. In the top right corner of the portal, you will find a grid icon. Clicking on it will reveal the "Company Settings." as one of your options.
Here you can enter your company information, manage your preference, and add users. You'll have the flexibility to return to the portal whenever necessary. You can easily modify any details, add new users, or make changes to the account based on your specific requirements. Simply access the company settings to perform these actions at any time.
The video can be found here: https://youtu.be/XvwqemPrrmI