Once users have been created under an account, account managers can then assign individual services (send faxes, receive faxes) to those users, with personalised settings.
Add a new service to a user
If you would like to add a new service to a user under your account:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Services’ menu item,
- If you have no services assigned, you will be taken straight to the add service window.
- In the Header section at the top of the page, click the
icon to ‘Add service’, - A pop up window will be displayed;
- In the ‘Owner’ textbox, enter the username for the user you wish to add the service to,
- Once you type at least 2 letters, suggested usernames will be displayed and you can click on the name to select.
- Enter a ‘Welcome email address’ if you wish to notify someone by email that the service has been added,
- Select the service you wish to add and personalise the available options, according to your requirements,
- Click the ‘Ok’ link to save.
Close a user’s service
If you would like to close a specific service for a user:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Services’ menu item,
- Locate the service you wish to close in the list, click the more options link on the right hand side
then click on ‘Close Service’. - Enter your password to confirm and click ‘Ok’ to save.
Searching services
You can use the search function in the header section to search and filter all user services:
- log in as an account manager,
- Expand the ‘Account Management’ tab and click on the ‘Services’ menu item,
- In the header section, click on the search icon
, - Define the ‘Service Type’ and/or the username of the user the service is assigned to and click on the ‘Search’ link.
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