How to configure Accounts

An explanation of how to create and configure Accounts

An account is a way of grouping customers within your application and separating access and delivery to certain features and content. As an app owner, you can create many accounts within your application and assign people as account administrators to independently administer their accounts and invite people to them.

Creating an account

As an app admin, you can create many accounts within your application and assign account admins to independently administer their accounts and invite people to them.

On the App Admin Portal, go to Accounts on the left-hand side navigation bar under Configure. Here you will be able to configure general settings and view/create all accounts. Under the General settings tab, You can configure the account invitation carousel background color by clicking on the Select colour button. On the Account page zero state message field, add a message to display to users on their ‘manage your accounts’ page if they are not members of any accounts or have active invitations.

Click on the Add new contact address button to configure the email address(es) that account owners can contact to request domains to be autogrouped into their account.

Click on the All accounts tab to create a new account, manage accounts and also add Account Administrators. To create a new account, click on Create account button.

Next, click on the account details tab, and under the Account name field add the account name. Next, click on the Upload image button to add the account logo which should be an image in jpg, png, or svg format. To configure Account Admins, click on Add new button and enter the email address. An account member can be made an admin once they have entered their email address in the app and received an invite to join the account.

Next, enter the Company address and phone number under the Company address and phone number fields. Click on the Enable Autogrouping toggle button to ‘autogroup’ users. This is an easy way to invite users from the same organisation if their email domain is the same e.g.‘@mindset.ai’. Enter the email domains in the Autogrouping domains fields as a comma-separated list to automatically add humans with these domains to the account e.g. mindset.ai or the domain.com. Click on the Save button on the upper right corner of the screen.

Once you have created the account, you will see all your accounts listed under the All Accounts tab. Here you have the option to Edit, Account Management or Delete accounts by clicking on the three vertical dots on the right side of the account.

When you click Account Management you will be taken to the Account Administrator Portal. This is the only access Account Administrators will have to manage the account.

Managing an Account

The Account Administrator Portal enables Account Admins to manage their accounts. Here, the Account Admin can view the account dashboard, the account settings, account members, and all the workflows enabled for the account.

To configure the Account settings, click on the Account Settings menu on the left-hand side of the screen and then click on the General Settings tab. Enter the Account name in the Account name field. You can change or delete the Account logo by clicking on the Change or Delete button.

Enter the Company address and phone number under the Company address and phone number fields.

To configure members, click on the Members menu on the left side of the screen. Click on the Account Admins tab to view or find the account admins by entering the email address in the search bar.

Under the Account Members tab, a list of all the account members is displayed and you can search for a user by typing the user’s email address in the search bar.

You can remove an account member or make an account member an Account Admin. To configure this, click on the three vertical dots on the right side of the account name and click on Remove member or Make Admin

Under the Invite People tab, you can invite end users to the account in 2 ways. The first method is Autogrouping (this automatically sends an invite to a user with a matching domain). Please note that setting up auto-grouping needs to be completed by a Mindset technical admin - please speak to your customer success representative to make use of this functionality. The second method is the Invite users by email address where you add a user’s email address to the Invite users by email address field. If they are already an app user, the invite will be sent immediately to the app. If they are not yet an app user, they will be invited on the app to join the account once they have created an account.

The Copy link button below allows you to copy a link. This link will direct users to the application. This link will direct users to the application on the relevant store for their device or open the web application on their browser. Note that simply accessing the link will not invite the user to the account. They must be added using one of the two methods above.