video1.0<iframe src="https://www.loom.com/embed/d62a7369d6f94a4dbefb1638b764857b" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/d62a7369d6f94a4dbefb1638b764857b-32520b3466fcaeb9.gif206.385In 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.