{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/d62a7369d6f94a4dbefb1638b764857b\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/d62a7369d6f94a4dbefb1638b764857b-32520b3466fcaeb9.gif","duration":206.385,"title":"Main - How to Set Up Customer Accounts and Invite Users to Your Trust Portal 🚀","description":"In this video, I walk you through the process of adding customer accounts and inviting users to our trust portal. Once logged into the admin console, you can easily add a new customer account, even without Salesforce integration, by entering the customer name and whitelisting their domain. After setting up the account, I demonstrate how to invite users by adding their email addresses, ensuring they are authorized to log in. If you encounter any issues, such as unauthorized domains, I provide guidance on how to resolve them. Please remember to submit a ticket if you need further assistance."}