Adding & removing accounts & users

This video has 2 parts: 1. how to add and remove accounts and 2. How to add and remove users.

Let’s start with part 1 – adding and removing an account
Go to your mydata portal, then click on the customers link on the left side.

This will take you to your Account List.
To add an account, click the New Account button located at the top left of the main page.

You’ll be presented with two options for creating the new account; 1. Create a 25% commission account or 2. Create a managed service account – where we bill you and you bill your customer.

Choose your new account type, and fill in the required fields.
Then click save at the top left of the main page.
You’ll then receive an email to activate the account you have just created.

To remove an account, simply click on the account list link, then select the account you would like to remove. Click on the account, and in the account record, using the dropdown menu, change account status to cancelled, and click the save button at the top left of the page.

This completes the overview of how to add and remove accounts.

Now onto part 2: Adding and removing a user.

To add a user, visit your mydata portal and select the Customers menu link, then select the account from the account list, then select Users List from the menu on the left.

At the top of the page, select the blue new user button and fill in the required fields.

If the user is an administrator – check the Admin option.
If the user is to receive invoices and be billed – check billing contact option.
Selecting none of these will create a standard user.

Once you have filled in the personal information form click Save at the top of the page.
An email will then be sent to the user so they can setup their password.

To remove a user, go back to the account list, select the account, then select users list from the left menu.
Select the user you’d like to remove.
In the user record, status section, using the dropdown, change the status to cancelled and then click the update button at the bottom of the record.

After 14 days the user will be removed from the account.

This has been an overview of adding and removing users.