How do I add a client who already has an account?

Prerequisites:

• A Common Controls Hub account
• A Partner Portal account
• Client CCH ID

Active Subscriptions

If the client you wish to add to your Partner Portal has an active subscription, the client will need contact at sales@unifiedcompliance.com to request their account be managed by a Partner.

Starter Accounts & Inactive Subscriptions

If the client you wish to add to your Partner Portal has a starter account or inactive subscription(meaning the client had a subscription at one point, but the subscription has now ended) you can add them through the Partner Portal.

1. Login to the Partner Portal.
   
2. Click the Add Customer button.
   
3. Search for your Client by CCH ID.
   
4. Click the ADD button.
   
5. Click YES to add the Client.