HOW TO SET UP YOUR
 CLIENT PORTAL

Below are instructions on how to set up and navigate your new RAA client portal. If you need help at any point during setup or if you have any questions, please contact your RAA office.

Please note that your activation link expires after 72 hours, so please contact RAA if you need us to send you a new link.

HOW TO SET UP YOUR NEW RAA CLIENT PORTAL

First, follow the steps below to set up your new portal. Scroll down or click here if you would prefer to watch a step-by-step instructional video on how to set up your portal.

Once you have completed the steps to set up your portal, scroll down or click here to watch a video on how to navigate your portal.

 

STEP 1: 

You will receive an email from RAA with the subject line "New RAA Client Portal."

STEP 2:

Click the link that says "Set New Password" within the email you receive from RAA. You will be taken to a page where you create a password, which looks like this:

Tamarac

Following the requirements on the right, create your password. After you have created your password, click the "Set Password" button.

Step 3: 

On the next page, enter your email address and the password you just created.  

Step 4:

The next page asks you to set up challenge questions. 

Due to the increase in identity theft, we want to ensure that it's you who is accessing your account. When you sign into your portal from an unrecognized device, you will be prompted to correctly answer one of the questions you set up. 

There are drop-down boxes where you can pick the questions you would like to set up with your answers, which look like this: 

Tamarac

Once you answer the three questions, click "Save."

Step 5: 

On the next screen you come to, you can set up your mobile phone.  This is an optional step but is encouraged.

If you choose to set up your mobile phone, you will have the option to have a code text messaged to you when you login to your portal through your cell phone instead of having to answer the challenge questions you set up.

Read the "Short Code Terms of Service," acknowledge that you've read them by checking the box, enter your cell phone number, and request a code to be sent to your cell phone.

On the same page, enter the code when you receive it and click "Save."

If you do not want to be able to access your client portal through a mobile phone, please click "I do not want to set up my phone."

Step 6:

Next, you will be presented with the "Dynamic Reporting Portal Terms of Use."  Please read through it and click "I agree" on the bottom right.

Step 7: 

Congratulations, you have successfully set up your RAA client portal! This is what your portal will look like once you have completed the steps above:

Tamarac

HOW TO RESET YOUR PASSWORD

Step 1:

If you forget your password or if you just want to change it to something different, click "Recover it here" on the login page.

Tamarac

Step 2:

You will receive the email below (except the link will expire in 24 hours). Click "Set New Password."

Tamarac

Step 3:

Following the requirements on the right, create a new password.

Step 4:

You will receive a confirmation email that your password has been reset.

 

VIDEO - HOW TO SET UP YOUR NEW RAA CLIENT PORTAL

 

 

VIDEO - NAVIGATING YOUR CLIENT PORTAL

Click here to return to the top of this page.

© COPYRIGHT RAA | DISCLOSURE