How do I add or edit account details in the GFI Accounts Portal?

Situation

You need to add or edit general or user details in your GFI Accounts Portal account.

(If you cannot access your GFI Accounts Portal, please try resetting your password following these instructions)

Note: These changes can be made by all tier types (Distributor, Reseller, Enduser) to any user in their own company's account, by users with the Account administrators role. They can also be made to linked, next tier accounts. For example, a Reseller can edit linked Enduser information but not vice versa. See below for more information.

Resolution

Below you will find instructions on how to:

• Change the Primary contact/user
• Edit Primary/Company info
• Add new user
• Edit user
• Delete user

Change the Primary contact/user

The Primary of an account is indicated by a blue user icon in front of their First Name and is by default the first user added to the account. To change the Primary:

1. Log in to the GFI Accounts Portal and click My Account
2. Click on the Users tab
3. In the Account users list locate the user you wish to set as Primary
4. Click the vertical ellipses at the end of the row of the desired user > Set as Primary

Edit Primary/Company info

This is the info of the Primary which also counts as the main info for the whole company account (including the company name)

1. Log in to the GFI Accounts Portal and click My Account
2. Click the gear icon (top right) > Edit Details
3. Update the info as needed and click Save

Add new user

1. Log in to the GFI Accounts Portal and click My Account
2. Click on the Users tab
3. Click the gear icon next to the search bar > + Add User
4. Click to select the appropriate user role:
   • Account Admin: Full access to manage the account including licenses, subscriptions
   • Power User: Access to manage all account licenses and subscriptions
   • Standard User: Basic login. No access to licenses and subscriptions
5. Add an additional role if presented with the option and it is relevant (not mandatory)
6. Click Conctinue
7. Fill in the First Name, Last Name, and Email of the new user and:
   • if the Contact Information is the same as the Primary, click Import from primary
   • otherwise, enter the Contact Information manually
8. Click Save and the new user has been added

Edit user

1. Log in to the GFI Accounts Portal and click My Account
2. Click on the Users tab
3. In the Account users list locate the user you wish to edit
4. Click the vertical ellipses at the end of the row of the desired user > Edit
5. Update the info on the General or Roles tabs as needed and click Save

Note on Roles: If you are a Distributor and need to place an order or create a quote and are receiving an authorisation error, you need to be assigned the role Web Shop Orders (for orders and quotes) or Web Shop Quotes (for quotes only). Reminder: this change can only be made by a user with the Account administrators role.

Delete user

1. Log in to the GFI Accounts Portal and click My Account
2. Click on the Users tab
3. In the Account users list locate the user you wish to delete
4. Click the vertical ellipses at the end of the row of the desired user > Remove