How To Create A Customer Portal Account
Walkthrough of How To Create A Customer Portal for New TranscribeMe! Customers
TranscribeMe! has just released a Customer Portal platform that is easier and quicker to use than before. For a general walkthrough on how to use the Customer Portal please see this instructional walkthrough.
All customers need to have a Customer Portal account, either on our TranscribeMe! portal, or on our TranscribeMe!Web Client for our Secure File Transfer Protocal customers (HIPAA, Legal, Shared File company accounts) to be able to order transcription. But how and when you either create or log into the customer portal has just got much easier to access. This walkthrough will tell you how to set up a customer portal account directly on our web portal
Two Ways to Create A Customer Portal Account on the TranscribeMe! Portal Platform
This article will walk you through the main functionalities of how to create a new Customer Portal account. If you have additional questions after following this walkthrough, please contact support@transcribeme.com. Both paths start at our website,
Path A : The Old Fashioned Way! DIRECTLY SETTING UP THE CUSTOMER PORTAL FIRST
Getting to the Sign Up screen: The Sign-up page to create a new Customer Portal account can be reached by one of two ways:
a) by clicking on the link above that says 'Customer Portal' or
b) by going to our website home page (we recommend using either Google, Brave, or Safari as your browser), and clicking on the down arrow beside the Log In area at the top right hand corner of the page.
i) The dropdown menu will show a choice of the Customer Login or Freelancer Login. Select the 'Customer Login' option. it will then take you straight to the login screen.
c) Which will then let you click on the 'Sign up' option at the top of the Login screen.
The Sign up page allows for 2 options:
a) Independent Sign Up - You can create a new customer portal account independent of any other log in:
ii) Once you have agreed to the terms of use and privacy policy, you will then see the 'Next' button turn green. Click on the Next button. Depending on the strength and security of your connection, you may be selected for Captcha verification. Follow the instructions for verification. In the example below you would click on each of the squares with a fire hydrant and then click on the 'verify' button:
Single Sign On (SSO) - Create a new customer portal account by using Google Sign in as single-sign-on account
i) To use this feature it will take you to a login screen for your Google account. If you have more than one google account it will ask you to select the one you want to use to create your TranscribeMe customer portal account with.
ii) Once you have selected your Google account, it will present you with a permissions page. By hitting 'Continue' it grants permission to Google to use the same sign in for your Google account for your TranscribeMe Customer Portal account.
iv) You will then be ask if you want to use your Google passkey for your Google SSO. If you hit 'continue' it will take you to the passkey screen where you use your passkey.
v) If you choose try another way, it will then give you the option to either enter your Google account password, get verification to another device or use your passkey.
vi) Once you have confirmed your Google account, the TranscribeMe log in screen will appear with a rotating gear on the screen. This is typical as your Google account is being verified. Once that is completed (it only takes a few seconds) a screen will pop up requiring you to read and then agree to the TranscribeMe Terms of Use and Privacy policy.
vii) When you have read and agreed to the terms, click in the box beside the statement saying that by signing up you are agreeing to the Terms of Use and Privacy Policy. Once that is clicked the 'Next' button will turn orange and you can click it. it will then take you into your new Customer Portal Account.
If you have an existing account, you can Log in by clicking the Customer login button at the top right hand corner of the home page on our website or by going directly to our Customer Portal Log in page.
