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, and permissions.
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:
On the Users tab of the Account main page, you can create new users, add existing users to the account, or delete them from the account.
To add a new or existing user to the account, click Add User in the top right corner and configure the user profile in the pop-up window:
Click Add to complete the user creation. Summary screen will be shown at the end.
Connect sends a notification 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.
To remove a user from the account, find that user in the list, then open the menu on the right edge of the corresponding row, and select Delete:
In the pop-up window, click Delete to confirm the operation.
On the Groups tab of the Account main page, you can create new groups, add existing users to the group or delete group from the account.
There is an already exising Administrators group by default. It has full list of permissions assigned which may be adjusted further if needed.
Group Permissions based on Connect modules access only. It controls modules visibility on Home screen and access to that module for the user.
To add a new or existing group to the account, click Add Group in the top right corner and configure the Group properties and permissions in the pop-up window:
To remove a group from the account, find that group in the list, then open the menu on the right edge of the corresponding row, and select Delete:
In the pop-up window, click Delete to confirm the operation. Keep in mind, all users must belong to at least one group.
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.
Adding a new link is available through Add Link button. Just follow the wizard for proper link definition.
As soon as the link is added and active it will be shown on the Home Account screen for a quick access.
You may manage links on corresponding screen with few options available:
A user can edit their own profile by performing the following steps.
To open the user profile, click View Profile in the top right corner:
In the Personal Information and Personal Settings panes, edit personal parameters as necessary:
On the Email Notification Settings pane, select whether you want to receive email notifications:
The user profile screen also allows you to delete the user from the current account. This operation is available in the Manage User pane:
To remove the user whose credentials you use to log in, click Delete.
Be aware that after completing this operation you cannot use this user credentials to manage the current account.