Basics
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You now have the ability to create and manage multiple user 'sub-accounts' within the AerServ Platform for your organization.
- Whomever is the original AerServ account holder in your organization will be considered the Account Admin with the ability to create and manage these sub-accounts.
- Only the Account Admin will have access to changing payment and company settings.
How To Create Sub-Accounts
- Log in to your organization's primary AerServ account.
- Go to the new "ADMIN" tab at the top of the nav.
- Click "+ NEW USER" to add information for a new user sub-account.
- Enter a Username for the individual.
Please note:
This must be unique across all AerServ publisher accounts and you will not be able to update this after creation. - Create a Password for the individual.
- Enter the First and Last Name for the individual.
- Enter the Email Address for the individual.
- Click "SAVE".
- Enter a Username for the individual.
- The sub-account user will then need to activate their account via email by clicking the "Activate Account" link.
How To Deactivate/Edit A Sub-Account
As the primary AerServ account holder, or Admin, you have the ability to deactivate and reactivate sub-accounts.
- Log in to your organization's primary or Admin AerServ account.
- Go to the new ''ADMIN" tab at the top of the nav.
- Click the "Edit" icon or "Deactivate" link next to the sub-account you wish to edit/deactivate.
Please note:
We do not currently offer the ability to completely delete users.
We do not currently offer the ability to completely delete users.
Reporting for Sub-Accounts
Sub-account users can also create custom reports. All custom reports created will be shared among all other organization sub-account and admin users.
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