Accounts

Accounts

What's the Purpose of Client Accounts in the System?

"Accounts" can be a Company/Customer/Manager or any individual who can access the system by authentication and authorization techniques. The account is one of the major modules in the Control Center, which contains the sub-modules like Accounts, Users, Employees, Employee Groups, Roles, Packages, Permissions, Customers, LNS Employees, Avatars, and Addresses.

Reaching the Client Accounts Module 

  1. Log into Control Center 
  2. Choose Accounts

Understanding the Accounts Layout 

Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.


                                                                              Figure A
Buttons:
1. Add New: Only the Super-Admin is allowed to use this button to create a button. It is used to add a new client's account. When the user clicks on "Add New Account," it will redirect them to the New Account form page where the system will ask you to link the Connectwise account to integrate for future billing and communication purposes as shown below:


                                              Figure B
  1. The user can select the account of a company within ConnectWise and its contact details. If the user wants to create an account first, then they can close/skip the dialog box for later.
2.1: Edit: The user can edit the existing account details and save it. By clicking the save button, all data will get updated and reflects all changes immediately.
2.2: Delete: Admin users can only delete the account which doesn’t have any active packages or services.
2.3: Loyalty Settings: This button will automate the loyalty settings.

Adding a New Account:

Follow the steps mentioned below to add a new account:

  1. Click the “Add New” button highlighted in Figure A above to add a new client account.
  2. The form highlighted in Figure C will appear on your screen.

                                        Figure C

Editing a New Account:

Follow the steps mentioned below to edit/update the details of the customer:
  1. To edit the address details, click the "Edit" button that is highlighted in Figure A.
  2. The account details page will redirect. (See Figure D below).

                                                             Figure D

Buttons and Fields (Details Tab) Add/Edit Form:

  1. First Name: Enter the first name of the client in this field.
  2. Last Name: Mention the last name of the client.
  3. Username: Give a username to the client.
  4. Email: Mention the email address of the client.
  5. Password: Enter the account password.
To meet the required security level, your password must be between 8-32 characters long and include at least 3 of the following character types:
  1. English alphabet uppercase letter (A-Z)
  2. English alphabet lowercase letter (a-z)
  3. Decimal digit number (0-9)
  4. Special characters such as ~! @#$%^&*_-+=`|\(){}[]:;'<>,.?
  1. Confirm Password: Re-enter the same password.
  2. Send Welcome Email: Turn on the toggle if you wish to send the welcome email.
  3. Company: Enter the legal/registered company name for which you want to create the account.
  4. Company Code: Enter the company code or account user code for further communication.
  5. FTx Core Tenant ID: Enter the unique ID (GUID) for the FTx environment to communicate with the FTx Core.
    Note: The "Identity Identifier" previously is changed to "FTx Core Tenant ID".     Generally, this ID will be added by the technical team member.
  6. SC Company: Select the Screen Connect Company Name, which is mapped with the screen connect client through ConnectWise.
  7. Tags: Enter or select the tag name as a general store, pub, convenience store, etc. 
  8. Account Package: Account owners/users can select the account package which is applicable to their company or store.
  9. Phone: Enter the account contact information which the system can use to send text or communication purposes.
  10. Address: Enter the account registered or bill to address, which the system can use to send invoices or billing purposes.
  11. Country: Select the name of the country from where the company of the account user belongs. 
  12. State: Select the name of the state, from where the company or account user belongs. 
  13. City: Enter the name of the city, from where the company or account user belongs. 
  14. Zip Code: Fill in the zip code of the city.

Special Options

  1. Enable Child Accounts: Enable or disable the child account creation for the registered account. The user can link multiple accounts to a parent account or a corporation if the child feature is enabled.
  2. Parent Account: If the user disables a child account, can provide the detail of the parent company name of the account.
  3. Slug: Enter the slug name, which you want to use for your account from the options mentioned in the drop-down list below.
  4. Age-Restricted Topics: Select the age-restricted topics from the drop-down menu.
2. Is Admin: By turning on the toggle, the user can define and customize the access for accounts that can manage to view Client Backend, Access Signage, Loyalty, POS, Scheduler, AdPro, etc.

After entering all of the required information, you will save the information, and the accounts will be successfully created, and the saved information will be displayed as follows: 

                                            Figure D


                                   Figure E

Buttons and Fields (ConnectWise Tab):


                                                                   Figure F
  1. Choose a company from the dropdown menu: Choose the company name from the dropdown menu.
  2. Choose a contact from the list down below: First, choose the company, and then you will be able to pick the contact. 
If no company is selected, results will be empty.

Buttons and Fields (Altria):

  1. Altria Code: This field contains API detail and setting to configure your experience with the Altria API.
  2. Notify Emails: Again, API detail and setting to configure your experience with Altria API.

Deleting the Account:

Follow the steps mentioned below to delete an account:

Admin user can only delete the account which doesn’t have any active packages or services.  
  1. Click the “Yes, delete” button highlighted in Figure G to delete an account.
  2. The dialog box highlighted in Figure G will appear on your screen.

                                           Figure G
  1. Click “Yes, delete” to continue the process of deleting the account.
  2. Click “Cancel” to close the pop-up and skip the deletion process.

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