How to Create and Manage an Account in Hyly under an Org
In this tutorial, you will learn how to create and manage an account under an org and provide required access according to the role of the user.
Step 1 - Create Account
In the first step you will learn how to create an account.
Step 1a - Navigate to Accounts
Under your Org, go to 'Accounts' > Click on 'Add New Account'
Step 1b - Fill in The Information
Fill in the required information of the person for whom the account is being created as shown in the attachment
Step 1c - Select the Role
Select the 'Role' for the User of the account
Step 1d - Select the Properties
Select all the properties under the section 'Authorized For' for which you want to give access, to the user
Step 1e - Select Products and Access Type
Select the products and the type of access you want to provide to the user under the 'Select Products' section
Step 1f - Add User
Finally Click on 'Add User' to create the account
Step 1g - Confirmation Notification
You will be redirected to the 'Accounts' page, with a green message displayed
Step 1h - Login Details
The new user will get a Welcome email from email@example.com that will include further instructions on how to login into Hy.ly, as shown below!
Step 2 - Manage Accounts
Navigate again to the org's Accounts and from there you can manage the already existing accounts.
Step 2a - Update Existing Account
Search for the account you want to make changes in from the search panel. You can search by putting the first name, last name, phone number or email id of the person and click on 'Search'. Once you find the account, click over the account.
It will direct to the details of the account. From here you can change the signature, property access, product access type or role details as per your requirement.
Step 2b - Archive Account
If you wish to archive an account of an employee who is no more associated with the property, search for the account following step 2a and scroll down to the bottom and click on 'Archive'. This will remove the account from the org.
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