The Manage Accounts page is where you can view, manage, and create subaccounts. This page presents a table view of your subaccounts with some key details of each account.
If you are interested in the New Experience version of the Manage Accounts page, click here.
To get started, navigate to Reseller > Manage Accounts.
Create Account - To create a sub account, click the Create button. This will load the Edit Account page. When creating an account, a feature package, account type, license count, company/org name, email domain and primary admin must be defined.
Account Name - If you click on the account name, you will be taken to the Edit Account Page. Please see our Edit Account article for information regarding editing accounts.
Account Label - This is simply an account nickname.
Type - This will display the account type (Trial, Single, MSP, or Reseller). Please see our Create Account article for more details on each account type.
Package - The feature package applied to the account. Hover over the info icon to see an overview of which features are on/off in the feature package (if icon is blue, that means the feature is enabled; if it is grey, then that feature is disabled). Please see Manage Feature Packages article for an explanation of what each feature.
Subscriptions - This column shows the count of course/course program subscriptions the account has.
Users
-
Users
- The number of portal users in the account.
- Last Login - The date of the last time a portal user logged in.
Licenses Use - This column shows the count of seats consumed (numerator) over the total seats purchased (denominator).
Tests
-
Tests
- Total count of tests created in the account.
-
Tests in last 6 months
- Count of tests created in the last 6 months.
- Last Test - Date of the last test.
Status
-
Auto-Renew Status
- This column will display a green icon if auto-renew is turned on, and a red icon
if it's off.
- Expiration - The date the account expires.
- Status - This displays the current status of the account (Enabled or Disabled).
Notes - Clicking the notes icon will display the notes added to the account.
Actions
-
Jump into Account - Clicking the fish logo
will log you in to the respective subaccount and redirect you to the portal of that account (alternatively, you could click on the drop-down beside the fish and select "Jump into Account"). To return to your reseller account, click "Back to Admin" in the portal sidebar of the subaccount.
NOTE: Another way to jump into a subaccount is by clicking on the "Jump Into Account" button located under the Reseller tab (Reseller > Jump Into Account).
- Edit Account - Clicking this option will take you to the account's Edit Account page, where you modify account settings, feature packages, and account details.
- Extend Trial - This option allows you to extend the account's trial period.
- Add Domain - This option allows you to add a target domain to the account.
- Delete Account - Use this button to schedule the deletion of the account.
- Edit Subscriptions - This option allows you to change the edit the expiration date or delete the course subscriptions of the account. Clicking the "Subscription" button in the top-right of the table will open a menu that allows more fine-tuned control of an account's course subscriptions. The radio buttons at the bottom let you choose a specific expiration date for a course, set the course to never expire, or use the course's default expiration date.