Creating and Setting up an Enterprise Account

Creating and Setting up an Enterprise Account

Note: For LCS, since their Enterprise has so many Communities, we are attempting to help them out by having Data Import... a) create Community User Profiles where needed, with a read only role, creating it if necessary; b) linking Enterprise User Profiles to the Community User Profiles for Communities not already having a link for the user.  See the "Existing Enterprise Change(s)" Redmine Issue Template for more detail.

Note: An enterprise account is only necessary if someone needs to access multiple communities, such as a regional manager needing access to all communities under their corporate umbrella.

1. Make sure the customer's Enterprise is already created. If they need an enterprise created, see the steps Here.

2. Check to see if the customer has an account in each of the communities they need access to. If they don't, note which communities they lack accounts for, and provide that information to them. Make sure you are notified when the rest of their accounts are created.

3. Login to the Enterprise, and click on the Enterprise button at the top of the page to access the Security tab.

4. Create a new User for the customer and assign the Enterprise Admin role. This is the same process as creating a user in the back office.

5. After creating their account, provide the customer with the Enterprise Login Link, along with their Username and Password.

6. The customer will need to manually link each of their community accounts to the enterprise account. This is done under the Home button.

7. They will select the Link Community User Account button at the top, which will bring up a new box. They will need to enter their Username and Password for each community and click Link in the bottom right of the box.

If everything is done correctly, they should now be able to sign into the hub and access each community in the Enterprise.

 


    • Related Articles

    • Setting Up Absence Credits

      Setting Up Absence Credits Objectives Setup and/or maintain absence credits for a community. Prerequisites Back Office Access as Project Manager Computer able to connect to community network Instructions Absence credits in FullCount allow communities ...

    • Requesting an Enterprise Instance

      The Enterprise Hub does not cost the enterprise any additional fees but we need a signed Enterprise Hub Request form to create the instance. 1. Fill out the Enterprise Hub Request form with the communities that the enterprise will include. Please ...

    • Copy Certificates to Filesystems for Enterprise Networks on OS Image 7.3.1+

      Copy Certificates to Filesystems for Enterprise Networks on OS Image 7.3.1+ Objectives Copy security certificates to a FullCount filesystem so Network Manager can load them and gain network access. Prerequisites Keyboard (possibly mouse if KDS/Print ...

    • Unlock Archiva Admin Account

      Objectives Unlock administrative account(s) for Archiva. Prerequisites Ability to log into devtools.fullcount.net via SSH. Instructions If the password expires on the admin account for Archiva before it is changed, the account will be locked. Follow ...

    • Charge Account Exclusions

      Charge Account Exclusions This feature will allow communities to stop users from closing checks to customers with a charge account that has specified item type – customer type exclusions. Back Office Set-Up The set-up for this feature is located ...