The Account module enables Provider or Vendor staff to view and manage their account general properties, users, groups, contacts and account links.
The business objects managed by the Account module are the current account, users, groups, permissions and account links.
There are two types of accounts representing two types of collaborating companies or organizations:
Every account must have at least one user that can invite other users to join that account. A user can belong to several accounts, no matter whether they are providers or vendors, like in the following example:
In the above diagram, User 3 belongs to both Vendor and Provider accounts.
A provider can invite a partner that does not have an account in Connect to be a vendor or provider by signing one of the following contracts with them:
For details on creating an account refer to the respective links above.
The Account main page looks similar in the Provider Portal and Vendor Portal. Use the left-hand side tabs to switch to one of the following screens:
The Users tab from the Account module allows adding new users, manage them or delete them from your account.
Click Add User to add a new user. The following wizard will help you configure a new user:
Connect sends a notification with the invitation to the user. If the user is not registered in Connect yet, the notification will contain a link to the registration process. If the user already exists in Connect, this account will be available for that user immediately.
For newly invited users there are some additional options to operate with:
Locate the required user and click the vertical ellipsis (⋮) icon on the corresponding row. Thereafter, click the Delete button.
In the pop-up window, click Delete to confirm the operation.
After completing this operation you cannot use this user credentials to manage the current account.
On the Groups tab of the Account main page, you can create new groups, add existing users to the group or delete groups from the account.
By default, the system provides an “Administrators” group. This group includes all permissions assigned that can be adjusted further.
Group Permissions based on Connect modules access only. It controls modules visibility on Home screen and access to modules for a user.
Click the Add Group button to create a new group. The following wizard help will help you to configure a new group.
Locate your group and click the vertical ellipsis (⋮) icon on the corresponding row:
Thereafter, click Delete to remove this group or click Add users to assign new users.
Click the Manage User button to manage your Technical or Business contacts.
The Technical Contacts list includes the person(s) account owners have determined to be the best point of contact in the event some technical issues arise. These contacts will be visible to your partners who have an active contractual relationship with your account.
The Business Contacts list includes the person(s) account owners have determined to be the best point of contact in the event some business issues/questions arise. These contacts will be visible to your partners who have an active contractual relationship with your account.
This section purposed for customizing Home screen for the Account. Once a link is added it’s available on the Home screen of the Account for all users of the Account.
Click the Add Link button to configure a new link. The following wizard will help you to successfully configure a link.
1. Specify General link properties:
2. Fill out the following HTTP settings form:
3. Review your created link summary. Click Go to Details to access your link details screen. Otherwise, click Close to close the summary.
Once your link is added and activated, it will be available on the link list. Click on the vertical ellipsis (⋮) button to open, disable or delete your link.
Specified links will be also displayed on the Home screen for quick access.
Users can edit their own profile data by performing the following steps.
Click on your account informationfrom the top right corner. Thereafter, click the View Profile button.
Edit your Personal Information and change your Personal Settings.
Enable or disable email notifications and newsletter by using corresponding switches under Email notification settings.