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Once users have been created under an account, account managers can then assign individual services (send faxes, receive faxes) to those users, with personalised settings.

Add a new service to a user

If you would like to add a new service to a user under your account:

  • log in as an account manager,
  • Expand the ‘Account Management’ tab and click on the ‘Services’ menu item,
  • If you have no services assigned, you will be taken straight to the add service window.
  • In the Header section at the top of the page, click the Add Link icon to ‘Add service’,
  • A pop up window will be displayed;

Add Service Window

  • In the ‘Owner’ textbox, enter the username for the user you wish to add the service to,
  • Once you type at least 2 letters, suggested usernames will be displayed and you can click on the name to select.
  • Enter a ‘Welcome email address’ if you wish to notify someone by email that the service has been added,
  • Select the service you wish to add and personalise the available options, according to your requirements,
  • Click the ‘Ok’ link to save.

Close a user’s service

If you would like to close a specific service for a user:

  • log in as an account manager,
  • Expand the ‘Account Management’ tab and click on the ‘Services’ menu item,

Close Service Window

  • Locate the service you wish to close in the list, click the more options link on the right hand side More Options Link then click on ‘Close Service’.
  • Enter your password to confirm and click ‘Ok’ to save.

Searching services

You can use the search function in the header section to search and filter all user services:

  • log in as an account manager,
  • Expand the ‘Account Management’ tab and click on the ‘Services’ menu item,
  • In the header section, click on the search icon Search Icon,
  • Define the ‘Service Type’ and/or the username of the user the service is assigned to and click on the ‘Search’ link.



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