Axcient Help Center

x360 Portal User Accounts

If you are an administrator, you can create, edit, and delete user accounts in the Axcient x360 Portal.

The Users page is where you can add employees to your organization, manage which employees have access, and set up their permission roles.

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Creating a New User Account
  1. In the x360 Portal, click the Users tab.

  2. Click the Create New button.

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  3. Enter descriptive information about the new account, including:

    1. First name,

    2. Last name,

    3. Email address, and

    4. Organization.

  4. Assign the appropriate permission role:

    • Select the Basic permission role if you want the user to view all the information on the Dashboard, My Contacts, and Support tabs (including creating and commenting on tickets). A user with Basic permissions can also view and edit information related to his or her own account and newsletter preferences. However, a user assigned to the Basic role cannot modify the information associated with the organization.

    • Select the Accountant permission role if you want the user to have the same permissions as a Basic user, with the addition of having access to manage Billing.

    • Select the Administrator permission role if you want the user to view and edit all information on the x360 Portal, including creating, editing, and deleting other users accounts. A user with Administrator permissions is also able to edit information related to the organization.

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  5. The new user will receive an email with instructions to set the password and log in to the Portal.

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Editing an Existing User Account

Note

Only a user assigned to the the Administrator role can edit user accounts.

To edit a user account:

  1. In the User page, click the user's name .

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    Alternatively, click the checkbox adjacent to the user's name and click the Edit button.

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  2. In the Edit User page, click the Edit button and update each field as needed.

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  3. Click the Save button when you are finished.

Resetting a Password

To reset an x360 Portal password:

  1. In the Users page, select the name of the appropriate user.

  2. In the Edit User page, click the Edit button.

  3. In the Reset Password section, click the link to reset the password.

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  4. In the Reset Password dialog box, confirm the password change by clicking the Accept button.

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  5. Click the Save button. The user will receive an email with instructions to reset the password.

Deleting a User Account

Note

Only a user assigned to the Administrator role can delete User Accounts.

As a best practice, we recommend deleting a user account if the user has left your organization or no longer needs access to the x360 Portal.

To delete a user account:

  1. Find the name of the appropriate user and click the adjacent checkbox.

  2. Click the Delete button.

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  3. In the Delete User dialog box, click the Delete button to confirm.

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