Create & Manage Accounts

Accounts manager allows for creating new accounts & setting account features.

Manage Accounts

Create Account

Before creating an account, ensure you have gathered the required information.

How to create a new Tenancy Account:

1. Navigate to Accounts Management.

2. Select the + Account button (top right).

3. Add account details. Fill in the customer/subscriber details, including Company Name, Country, Account Type, Account Reseller & Support Team, Email, Website, Account Theme, Account Logo (1024x1024).

4. Subscription & Billing. Set billing and subscription options.

5. Features & Add-Ons. Set available features and account tier.

6. Select Create Account.

After creating an account you will be prompted to assign an Agent. You can choose the add now or complete this step later.

Update Account

If required you can update an account, generally most information can be updated by the customer and you should only update the account to modify the subscription tier or features.

Quick Steps

1. Open Accounts Management

2. Select the options icon on the relative account, then select update.

3. Update the required information

4. Select Save

Suspend / Delete Account

Accounts Manager allows you to Suspend an account and further delete an account (completely remove). Suspended accounts can be reinstated whilst deleted accounts are permanently removed.

Quick Steps

1. Open Accounts Management.

2. Select the options icon on the relative account, then select Suspend.

3. If deleting the account, select the options icon on the newly suspended account, then select Delete.

Deleting an account is irreversible. Before deleting an account you will be required to authenticate your account before proceeding.

Account Transfer

It is possible to transfer a Tenancy Account from one Enterprise Account to another.

To transfer an existing Tenancy account from Enterprise A (current Tenancy holder) to Enterprise B (new Tenancy holder), follow these steps:

1. Set up the Tenancy account on Enterprise B.

2. Configure the Tenancy app.

3. Deploy the app to the web.

4. Use the "Transfer" feature to export content. Depending on the size and quantity of the content, please break this down into multiple transfers, with a maximum of 20 items per transfer.

5. Import the transfers and automatically publish them to the app.

6. Deploy the native app to the App Stores.

7. Transfer existing apps from Enterprise A to the Enterprise B developer accounts.

Notes:

1. User data and analytics can not be transferred without a full migration to a dedicated enterprise account.

2. The web app and native apps are considered new and will be billed according to the pricing structure.

3. It is strongly encouraged to review the content size along with the scaling guidelines to only transfer the necessary content, and to consider which subscription tier best suits the customer/tenant.