Accounts Management

Manage your company's accounts, including customers and suppliers.

In order to manage the users, please read the "User Management" article.

Click on the "Accounts" button on the main menu to open the accounts page. You can see the information of your accounts in 3 different views:

• Accounts companies - See all the accounts profiles
• Users - See all the users of all the accounts
• Third-Party - See all the accounts connected to their third-party account.

Create a new company account

In order to create a new account, click on the "Add new account" button on the top right corner of the page or use the "Control" and "+" keyboard shortcut. 

A side panel will be shown with a form to complete:

• Account Details:
  • Account type - Identify the type of the account (Customer, Supplier, etc)
  • Business name - the name of the account. Must be a unique name
  • Business Type - the type of the business company
  • business number / TIN number - a valid registration number
  • Contact email - a valid email address of the company. This email address is being used to send notifications regarding the account (non-personal notification), i.e. notifications for a third-party request.
  • Phone Number - a valid phone number for contact
• User Details (first user of the new account):
  • Email Address - This is the email address that will be used for logging in to the platform. The email address must be unique and cannot be used again, even between different company accounts in your platform. In order to re-use an email address, the previous user must be deleted before creating a new user with the same email.
  • First and Last names - will be used for display purposes on the platform
  • Phone Number - a valid phone number for contact

The new user's role will be automatically assigned to "Company Administrator" (read more on "Restricted user access").

Once the form is ready, click on the "Create" button at the bottom of the side panel in order to create the account and the user.

An email notification will be automatically sent to the new user email address in order to invite them to the platform together with instructions for setting their password for the first time.

Edit company account

In order to edit a user, click on the desired account name to open the account profile page. Once on the profile page, you may edit any section by clicking on the "Pencil" icon button to edit the section. This will enable editing of the field under the selected section. Once ready, click on the "Save Changes" button to save the changes.

Any change on an account profile, from the administrator side, and from the customer side, will trigger a notification email to your administration stating the section that was modified under the account.

Activate a company account

In order to edit a user, click on the desired account name to open the account profile page. Once on the profile page, click on the "Account status" toggle, which can be found under the account name on the left side. This will open a dropdown where you can select the new account status:

• Activated - the account is activated and can participate in events and viewing sessions
• Deactivated - the account is inactive / blocked and it is blocked from participating in events and viewing sessions
• Suspended - the account is temporarily inactive / blocked  and it is blocked from participating in events and viewing sessions

Delete an account

In order to delete an account, click on the desired account name to open the account profile page. Once on the profile page, click on the "More Options" button with the 3-dots icon to open the dropdown. Select the "Delete account" option to delete the account.

We recommend deactivating the account before deleting the account in order to avoid mistakes.

Deleting the account will delete the account permanently, together with all the users of the account.