1. Ask an Existing User
If you need a new Back Office account, start by asking an existing admin user who already has a Back Office account within your organization to create an account for you.
2. Freshdesk ticket
If no existing user in your organization has a Back Office accounts, the next step is to contact us on Freshdesk by creating a ticket.
3. Details Needed for Account Creation
To streamline the account creation process, ensure you provide the following accurate details:
- First Name: Provide your first and last name.
- Last Name: Provide your first and last name.
- Email Address: Provide a valid email address.
- User Profile: Specify the profile you want us to assign to the user. Typically, organisations have at least two different user profiles - Support and Admin. The Admin profile has all the rights of the Support user and the ability to create and manage users. We can customise the user profile on request.
- Company: Include the full name of your company. If your company operates in multiple countries, mention the specific countries where access is needed.
- Environment: Production or Test
4. Account Creation Process
Once the request is submitted and approved, you will receive an email with your login details. The email will contain instructions on how to access and set up your Back Office account.
Important Notes
- Accuracy: Ensure all details provided are accurate to avoid any delays in the account creation process.
- Timeliness: Promptly follow up with the necessary individuals (existing users or project manager) to ensure your request is processed in a timely manner.
- Communication: Keep an open line of communication with the existing user or project manager to address any potential issues or additional information that might be required.
By following these steps carefully, you can ensure a smooth and efficient account creation process.