3a. How to create an Account?

Step-1: Click on the Admin portal from the top right corner drop-down.

Step-2: Choose the Accounts module

Step-3: Tap on the New Account in the top right corner.

Step-4: Fill in the account details and save.


The account gets added successfully.

Note: Make sure the toggle switch is ON, for the account to appear in the CSM Portal.

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