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Managing User Account Options

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The My Unleashed Account page enables you to view the number of accounts available to you, the relationship of those accounts, and the subscription plan details. Additionally, you can access multiple Unleashed accounts without having to log in and out. You can also be invited into as many accounts as you like.

Accessing the Unleashed Account Page

  1. You can access this page by clicking on the username of the account, located at the top right-hand side of your screen (screenshot).
  2. Click My Account. The account details page is displayed (screenshot).
 

Using My Accounts tab

The My Accounts tab displays the Unleashed account details. Based on your access permissions, you can upgrade your account or register another account.

Grid columns

Account: Shows the name of the specified account.
Relationship: Shows the relationship between the name of account and the account holder, i.e., Account Owner and Invited User.
Version: Shows what subscription option the account is in.
View this account: Enables you to login to the specified account.  When clicked, the dashboard for that account appears.

To upgrade your account

This page is only available for Account Administrators/Billing Partners.

  1. Go to the My Account page.
  2. Click Upgrade Account
  3. Complete Step 2 to Step 11 described in Subscribe to Unleashed Now.

To register a Second account

This function allows you to register more than one Unleashed account per user name.

  1. Go to the My Account page.
  2. Click Register Another Account
  3. Enter the required details.
  4. Click Submit.

To Switch between Accounts

  1. Click on the <Company Name> drop-down list (click to expand/collapse screenshot).
  2. Click on the account you want to access.

Using My Invoices tab 

The My Invoices tab provides a list of all historical invoices.

Invoices are only available to the account owner, or to the person named as the billing contact.

Invoice: Invoice number of the account.
To: Name of the account/recipient for the specified invoice.
Email: Email address for the specified recipient.
Date: Date the invoice was created on.
Total: Total amount for the specified invoice line.
Currency: Currency for the invoice.
Download: Can be downloaded in PDF format.

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