Help Center

How to manage accounts

   The accounts are the profiles you use to log in the Backoffice application. For example, in the video below, we are logged in the “INSOFTDEV UK” account which belongs to the “Demo INSOFTDEV UK” company. You can see which account you are logged into by looking on the top right of the menu (fig. 1). To manage your accounts, first you have to access the “CLIENTS” option in the “UTILITIES” sub-menu (fig. 2). After that, you have to click the “ACCOUNTS” option in the page’s sub-menu (fig. 3). The “ACCOUNTS” page contains a list with all the accounts registered in the Backoffice application. To add a new account, click the “ADD NEW ACCOUNT” button. 

  Once you have clicked the button, a window will pop-up on your screen, filled with inputs you must complete to configure your new account. “Identifier” is the name of the account and it corresponds to the content displayed in the “Name” column of the list.  A “cost center” can be described as a sub-division of the company (e.g. a department of the company that the account is created for). You can add as many as you want in the “New cost center” area. When you have finished completing the fields, click the “SAVE CHANGES” button. Now, your newly created account will appear in the list. You will also notice that the “Company” field will be completed with the account you are currently signed in to. 

 In order to edit or delete an account, use the buttons in the “Actions” column. Hover over them to see their functionalities. 

Fig. 4 - Crate account window
Fig. 1 - Current account
Fig. 2 - "Clients" option
Fig. 3 - "Accounts" option