Managing Accounts

The Accounts page enables a Mitel Partner to view, search for, add, edit, delete, and deactivate all the customer accounts created by that Partner. To access this page, the Partner must click the Accounts option from the navigation menu in the left side of the Accounts Console Dashboard.

Note: Mitel Partners within a Partner Account can also view the customer accounts created by other Partners.

Add an Account

To add a new account, click the Add Account button. Enter the Customer Name, Country, Address, City/Town, and Postal/Zip Code of the customer. Choose the Default Language for the account, and assign Support Contacts. Click Save.

Note: Every customer account in the CloudLink Accounts Console is assigned a unique identifier known as the 'Account ID'. To view the Account ID of an account, go to the Account Information page of that account.

View Accounts

Click the down-arrow above the Search bar in the Accounts page, and from the drop-down list, select to view a list of active accounts or deactivated accounts by clicking , Active, or Deactivated respectively.

Search for Accounts

In the Search bar, type the name of the account you are searching for. The search field displays a list of matching account names as you type the letters.

Edit an Account

To edit the details for an account, click the account and edit the account details in the Account Information page that appears. Click the icon to save the changes.

Note: This option is also available to an Account Admin of an account.

Deactivate an Account

To deactivate an account, select the account from the Accounts page and click the Deactivate button from the Account Information page that opens. A pop-up screen opens. To continue to deactivate the account, type the word “deactivate” in the text box that appears and click Deactivate. When you deactivate an account, the users in that account will no longer be able to sign in to CloudLink Accounts or use any CloudLink applications.

Delete an Account

Note: When you delete an account, the CloudLink Gateway appliance associated with the account will be factory reset. For more information on factory reset, see System Options in Configure Advanced Settings and Options.

To delete an account, select the account from the list and click the Delete button. A pop-up screen opens. To continue to delete the account, type the word “delete” in the text box that appears and click Delete.