ACCOUNTS: I wish to create and manage my user accounts
User account management
User account management is accessible by clicking on “Settings” / “Accounts”. It appears as follows:
Available credits
Deck allows you to create custom accounts for each user. The number of accounts you can create depends on the number of credits your company holds. You can find these credits in the “Accounts” tab (Settings / Accounts):
In this case, you have 10 credits, which equates to:
- 10 Power user licences (Architect) - 1 credit lets you create 1 Power User account
- 30 User licences (Contributor) - 1 credit lets you create 3 User accounts
- 150 Viewer licences (Viewer) - 1 credit lets you create 15 Viewer accounts
Creating a user account
When creating an account, you need to specify several criteria:
- Your user’s contact information
- The licence you assign to the account (Viewer, User or Power User)
- The profile you will give access to
- The main entity your user will have access to
The main entity is the default entity. The user has access to this entity and to all “children” entities linked to it. If you want the user to see all countries, give them access to the “Sales Area”. If you want the user to only see European countries, give them access to the “EMEA” entity. And if you want the user to only see France, select “France” as the main entity.
In this example, we will create an account for Mr Hervé Dupont, with a user licence and a sales person profile. We will grant him access to the “Sales Area” entity.
Once the account is created, all you have to do is send out the invitation. An email is automatically generated for this purpose. You can select the language and add a custom comment. Once the invitation has been sent, the user can click on the access link to choose a password and access Deck. They will find the entities they have access to, the profile they have been assigned, and the permissions corresponding to their licence.
In our example, Hervé Dupont will have access to the Sales Area entity and to all its children entities (in all countries). He will browse these entities through a “Sales person” profile and will be able to contribute to these entities as a “User”.
Managing an existing account
From the account admin page (Settings / Accounts), click on “Details” to manage a specific account.
This will take you to the account’s admin page.
There you will find the following information and settings:
User Usage Statistics
You can track login statistics for each of your users, page views in the last 3 months, and last login date. Your users’ activity is logged and backed up. You can request a list of page views at any time.
Editing access for an existing user
The account admin page also allows you to edit existing accounts’ settings:
- Contact information and licence type can be edited by clicking on “Edit” in the main menu.
- You can set up which entities your users have access to from the “Manage my entities” button.
- You can set up the profiles available to your users from the “Manage access to profiles” tab.
Suspending or deleting a user account
You can deactivate or delete a user’s account by clicking on the corresponding buttons. The credits used for the creation of this account will be restored to your balance to let you create a new account.