Service Account Management

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In a DPS system, an Account represents the digital space dedicated to a business entity, and for a Service team (organization or partner) this includes:

  • business entity general information and preferences (e.g. the company name and contact information for a partner).

  • users

  • customers

  • locations

  • products

Each organization or partner has its back-office manager having the right to administrate the related resources (customers, products, users), and this can be done by entering the Account page from the user menu.

The account page allows to:

  • Modify all the information concerning the business entity (e.g. company name, contact information, other).

  • Manage the users belonging to the organization, related partners and customers.

  • Manage account settings.

Here below the details of each section composing the Account page.

General

In this tab DPS users can edit all the information related to the business entity they belong to.

The available properties may be different, depending on whether you are editing an Organization or a Partner entity.

For Partners, additional properties can be added, for more details refer to the Partner Properties article.

Users

In this tab, DPS users can manage and create new users.
For example, a Back-office Manager can give DPS access to his colleagues.  

Optionally by clicking on the Show all users switch, it is possible to load and filter also the users belonging to related sub-organizations, partner, sub-partner, customers and locations.

For more details refer to the User Management article.

Corporate Structure

In case the edited business entity is an Organization, there is an extra tab Corporate Organization where it is possible to manage all the sub-organizations recursively.