It is highly recommended that you verify the list of company accounts regularly and update or remove accounts when necessary.
Add a Company Account
- Go to ADMIN > Accounts.
- Select Add New Company Account.
- Enter the appropriate account information.
- Select Add New Account.
A password confirmation email is sent to the email that was entered in the Email Address field. The new user must follow the link and choose a new password to complete the account creation process.
Delete a Company Account
Deleting an account removes it from the Company Account list permanently, revoking access to the Portal and any permissions the user had.
- Go to ADMIN > Accounts.
- Select Delete on the account you want to delete.
- Select Delete Account when prompted.
Disable or Enable a Company Account
Company Accounts can be disabled manually or automatically, depending on the Disable Account setting in ADMIN > Settings > Security > Password Policy. Disabled accounts are locked out of the Portal indefinitely until they are re-enabled by a user with the Account Manager role.
For more information on configuring your password policy, go to Company Settings > Security > Password Policy.
Disable a Company Account
- Go to ADMIN > Accounts.
- Select Active next to the account that you want to disable.
- Select Disable Account when prompted.
Enable a Company Account
- Go to ADMIN > Accounts.
- Select Paused next to the account you want to enable.
Edit a Company Account
Users with the Account Manager role can edit existing accounts.
- Go to ADMIN > Accounts.
- Select the user account you want to edit.
- Make the necessary changes to the account.
- Select Save Changes.