Accounts

Getting started

When you activate an Accreditation Body account, an Account is created automatically. The first account is the master account or HQ (Head Quarter). The accounts area provides the ability to view and edit the account details and the ability to add users to an account. The master Account (HQ) is also detailed in settings.

Under accounts it is also possible to create other Account profiles or Sub Accounts. Accreditation bodies may want to create sub accounts for different locations or subsidiaries or scheme focus. The account will provide the ability for that account holder to, View, Upload, Edit and, Delete data.

The master account holder will be able to View, Upload, Edit and, Delete all data in the Account and sub accounts. The sub accounts will be limited to managing the data their account uploads. The master account can control the status of the sub accounts.

How it works

View list

When you click on Accounts you can view the list of Accounts. You will see the Master Account highlighted with an icon and "HQ" denotes in the Account Name. You can sort the Accounts list by filtering by status, filtering by location, search by Name.

View and Edit Individual Accounts

To view and edit click on either the "View" button or the Account Name.

Within the individual account area, you can edit the details of the account including"Status" "Account Information" and "Location".

Within the individual Account area, you can also view users and add users to that Account.

Only the master Account holder (HQ) can see all the accounts, sub account holders will not be able to see the details of other account holders, only their own. The Sub Accounts holders will be able to view their account details in "Settings".

The Account Name will appear in the enquiry form on the Live Profile page and the enquiries will be sent to the email uploaded under the Account profile.

Prerequisite

• Only the master Account holder (HQ) can add Accounts

• The invited account holder must activate via the Activation Link

Requirements

• Go to Accounts

• To view click on Name or “View” button

  • To edit, click the edit button and Save for each field edited

  • To add users to an account, click Users

    • View, Edit and Invite users

• To Add an Account “+ Add Account”

• Complete Account form

  • Activation invitation will be sent to the Account