{% extends "base.html" %} {% block title %}Create Customer Account{% endblock %} {% block content %}

Create Customer Account

Enter the customer's name and email address. An invitation email will be sent automatically with a secure link where they can choose their own username and password. The account will be activated once they complete that step.

{{ form.hidden_tag() }}
{{ form.full_name.label(class="form-label fw-semibold") }} {{ form.full_name(class="form-control" + (" is-invalid" if form.full_name.errors else ""), placeholder="e.g. Jane Smith", autofocus=true) }} {% for error in form.full_name.errors %}
{{ error }}
{% endfor %}
{{ form.email.label(class="form-label fw-semibold") }} {{ form.email(class="form-control" + (" is-invalid" if form.email.errors else ""), placeholder="jane@example.com") }} {% for error in form.email.errors %}
{{ error }}
{% endfor %}
An invitation email with an account setup link will be sent to this address.
{{ form.role.label(class="form-label fw-semibold") }} {{ form.role(class="form-select" + (" is-invalid" if form.role.errors else "")) }} {% for error in form.role.errors %}
{{ error }}
{% endfor %}
A Director gets portal access to their facilities' inspections, issues and reports. An Inspector performs inspections and manages issues on the contracts you assign them — the same tools as our own inspectors, limited to their contracts. You can switch an account between the two later.
Cancel

What happens next:

  1. An invitation email is sent to the customer with a secure 72-hour link.
  2. The customer clicks the link and chooses their own username and password.
  3. The account becomes fully active and they can log in immediately.
{% endblock %}