Manage Company Accounts

It is highly recommended that you verify the list of company accounts regularly and update or remove accounts when necessary.

Only users with the Account Manager role can manage company accounts, including enabling a disabled account.

Add a Company Account

  1. Go to ADMIN > Accounts.
  2. Select Add New Company Account.
  3. Enter the appropriate account information.
  4. 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.

The blank Add New Account page.

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.

  1. Go to ADMINAccounts.
  2. Select Delete on the account you want to delete.
  3. 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 SettingsSecurity 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

  1. Go to ADMIN Accounts.
  2. Select Active next to the account that you want to disable.
  3. Select Disable Account when prompted.

Enable a Company Account

  1. Go to ADMINAccounts.
  2. Select Paused next to the account you want to enable.

Edit a Company Account

Users with the Account Manager role can edit existing accounts.

  1. Go to ADMINAccounts.
  2. Select the user account you want to edit.
  3. Make the necessary changes to the account.
  4. Select Save Changes.

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