Account Management

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Revision as of 18:12, 2 June 2016 by Lance (Talk | contribs) (How to Add More Users)

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Account Management for all users is located on the upper right corner under the user's name and email.

For a single user, the Account Management allows you to view and purchase credits as well as upgrading to an Enterprise account.

Singleuseram.JPG


Account Management - Enterprise Account

An Enterprise Account is useful especially for companies that write many reports. When upgrading, users can create unlimited reports and add multiple users to access the account.
The Account Management looks different in the Enterprise version.

1accountmanagement.jpg

How to Add More Users

  Note that adding users is not the same as adding licenses. When you first start out, you have 2 licenses available, the current user included. You can add more users until you have 0 licenses.
  1. Add a user by clicking on +.png Add User on the bottom left corner.
  2. This will prompt you to input the e-mail address of the new user. Specify the privileges of the user by checking or unchecking the desired categories.

    Adduser.JPG

  3. When you finish, click “Send.” The activation link will send to the e-mail address of the new user and will expire in 2 hours. The new user will need to make a password for their new account.

How to Add More Licenses

  1. Click on Changesub.JPG, then Manage User Licenses.
  2. Click on +.png Purchase additional user licenses, and input how many licenses you would like to add.
  3. When you click Confirm, the price of another license will be automatically added to your monthly subscription.

Addlicense.JPG

Cancel Subscription

Click on Changesub.JPG. You can cancel your Enterprise subscription by clicking Cancel Subscription, then Confirm.JPG.