Account Management

Navigation
To access Request, select the setup COG > Account
Overview
Use the Account feature to manage licenses and user accounts.
• License Management
• User Management
Fields
Ftp Server		Username	Password
License Management
Overview
Licenses are assigned at the two levels.  First the license must be assigned to an active user.  Then the use is assigned acces to one or more companies.
• View both assigned and unassigned licenses.
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Company Assignments
Overview
Used to provide user access to active companies.
• Add, remove company assignements
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Contacts Tab
Overview
Contacts are managed using the Contact Management form.
• Use the More drop-list to add a new customer contact
• Select a site in the Results Grid to edit the site.
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Notes Tab
Overview
Notes are managed on the Notes Tab.
• Use the More drop-list to toggle the form to add a new customer note.
• Use the More drop-list to toggle the form to search for an existing customer note.
• Click the Edit option in the Results Grid to edit an existing customer note.
• Click the Remove option in the Results Grid to remove an existing customer note.
Fields
Category
Note
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