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EMAIL COURSE - WEEK 5
Account Management
Updating Account Information
Permission Based Users
Billing Information
Take control of your conference account by managing every aspect. With your administrative rights, you have the ability to update information, add users, view bill and even pay your bill on line.
After you have logged into your customer site at www.accuconference.com/customer there are many options which you can select for updating various aspects of your account. For basic account information, follow these simple instructions:
- Click on “Account / My Account”
- The next page will be the “View Account” page. Click “Edit” (far right side).
- You will be able to update address, phone & credit card information. After making your changes, click “Update Account”.
- Click on “My Account” and scroll down to the user list and click “Add Users”.
- Enter email address, name and password for this user and select time zone.
- Click “Add User”
- You will be directed to the “Edit User Rights” where you will need to select a “Role” for this user. Roles available are:
- Customer Admin: Has full access to every aspect of the account, including receiving the e-bill each month.
- Customer Basic: User has basic access to specific conference(s) on account. User can add / remove PINs on selected conference(s).
- Customer Schedule: Includes function of Basic, as well as the ability to schedule one-time use conferences or set a date / time for active conferences.
- Customer View Billing / AR: User only has rights to view the on-line bill and received the e-bill.
- Next, select which Conference(s) Rights the user has permission to access based on the roles assigned.
- View: can only view the conference, has ability to add / remove PINs
- Recording: can only view / download recording for specific conference(s)
- Moderate: includes “view”, has ability to add / remove PINs
- Full Rights: gives full access to the conference(s)
- Click “Update” at the bottom of the page
Billing history from the time your conference account was activated is available on line. Keep track of your current bill, compare bills from previous months, view un-bill activity – all from your customer site. Simply log in to your account at www.accuconference.com/customer and click on “Bills”. You will see the list of your billing history, as well as a PDF for each month with detailed information. Credit cards are charged the first day of each month. If you account is set for corporate check payment, you have 30 days to submit payment.
Each bill will include the following information:
- Amount of last month’s bill
- Amount paid last moth
- Over due amount (if applicable)
- Current month’s charge / amount due
- Detailed reporting
- Each specific conference is listed with number of participants, total number of minutes, rate conference was charged, total cost of conference.
- Each specific conference name is sub-totaled for easy accounting.
