Un-activated account slots are accounts that are not currently assigned to individual users. They act as account 'placeholders' for your enterprise. To activate a slot, you may complete the normal user creation process in which the slot would then automatically be converted into the user created or you may follow the activation process listed below.
To Activate a Slot:
1) From the enterprise menu, select View Accounts.
2) Next to the slot you wish to use click the Activate link.
3) Select the division you would like the account to be created in and select Create Account.
***Only applicable for enterprises containing mutiple divisions.
4) On the Account Information screen enter the new user information. Required fields are:
- Username (ex. jsmith)
- Password (must meet password requirements listed on the right)
- First Name
- Last Name
- Phone
5) When finished, click Next and proceed to the Price Plan screen.
- To customize the user plan (if applicable):
- Select the Customize Plan button.
- Add or remove plan features by using the check boxes to the left of each feature.
- Click Save.
- To select a base plan:
- Select the radial button next to the desired plan and click Finish.
To Cancel a Slot:
1) From the enterprise menu, select View Accounts.
2) Next to the slot, click on the Cancel link.
3) Are you sure? If so, click OK.
***NOTE: Cancelled slots CANNOT be recreated.
Related Links:
- User Creation
- Cancelling Accounts
