Difference between revisions of "Account Home"

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=Account Home=
 
=Account Home=
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=== Account Login ===
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You can login to your XMission account by heading to https://xmission.com/home
  
==Login==
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[[File:Login_screen_cropped.png]]
  
XMission Customers will be able to access and modify their account information through the XMission Control Panel located at [https://xmission.com/account/ https://xmission.com/account/]
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==== Password Reset ====
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You can click on the "Forgotten Password?" link to reset your password.  Fill in your username, and click "Reset Password", and an email will be sent to the primary email address on file with a link to reset your password.  
  
[[File:Login.png]]
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[[File:Forgot_password_cropped.png]]
  
* <span style="color: #ff0000;"><strong>NOTE:</strong></span> If you have forgotten your password, you can use the '''Forgotten Password''' link, or contact Support at '''801-539-0852''' or chat at [https://livesupport.xmission.com https://livesupport.xmission.com]
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== Account Home ==
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The Account Home tab provides an overview of your XMission account. Here you can change your password, view and pay your bill, review services, and manage authorized contacts and users.
  
==Your Account Username and Customer ID==
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=== Changing your Password ===
Your primary accounts username and global Customer ID can be found on the Account Home landing page of your XMission Control Panel. Your account may have multiple services, with each service having its own username. Regardless, your account will have a primary username, and only one Customer ID. This landing page will display that information.
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To change your password, click on the "Change Password" button in the Account Info section.
  
[[File:Myaccount.png|400px]]
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[[File:Change_password_button.png]]
  
* <span style="color: #ff0000;"><strong>NOTE:</strong></span> This is also where you can change your password for your account.
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This window requires your current password and asks for the new password you wish to use. The new password must be entered in the New Password and Confirmation fields. [http://wiki.xmission.com/Passwords#What_is_a_GOOD_password | Secure passwords] must be at least 12 characters long.  
  
==Account Contacts==
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[[File:Change_password_window.png]]
  
Your account allows for multiple contacts to be added to your account to complete certain tasks. Your account with come with the account owner set as the Primary contact, however you can add multiple primary contacts if needed. Contacts management is very important and we encourage to pay very close attention and care with managing your contacts. Provide necessary access but also refrain from making someone you don't trust a contact and be sure to remove former employees immediately.
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=== Paying your Bill ===
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You can pay your bill on the Account Home screen and click the "Pay Now" button under the Billing section.  
  
To add new contacts, or edit existing ones, navigate to the Authorized Contacts section of your XMission Control Panels Account Home page.  
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[[File:Pay_now_button.png]]
  
[[File:Authcontacts.png]]
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Alternatively, you can click on the Billing link at the top of the page:
  
There are 4 different types of contacts, each with different permissions and roles:
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[[File:Billing_button.png]]
# Primary - Full access and control over the account
 
# Technical - Access to technical aspects of your account, designed for your IT staff and consultants
 
# Billing - Access to billing information, typically meant for your accountant/CFO
 
# AVS - for credit card processing
 
  
[[File:Contact info.png|500px]]
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Then click on the green "Pay now" button.
  
{{:XMission_Control_Panel/Account_Home}}
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[[File:Billing pay button cropped.png]]
{{:XMission Control Panel/Services}}
 
{{:XMission Control Panel/Billing}}
 
  
[[Category:Cloud Hosting]]
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This will bring you to the [[make a payment screen]].
 +
 
 +
=== Viewing your Services ===
 +
You can see a list of your active services two ways.  First, you can click on any one of the services buttons under the '''Services''' section. 
 +
 
 +
[[File:Services buttons.png]]
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 +
Clicking "Summary" will take you to a list of all of the services on your account, while clicking on a more specific option, such as email, will show you only services you have related to that category.  Alternatively, you can click the '''Services''' tab at the top of the screen and be taken to the services page where you can see your services listed.
 +
 
 +
[[File:Services header.png]]
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 +
=== Authorized Contacts ===
 +
The '''Authorized Contacts''' on your account are individuals who are authorized to make changes to the account and receive direct technical support from our support technicians.  Individuals not listed on the account cannot do things such as change passwords, change billing information, or anything else that requires XMission to apply changes to the account.
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 +
You can find the Authorized Contacts section at the bottom of the '''Account Home''' screen.
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 +
There are four tags that a contact can have on an account:
 +
* '''Primary''' contacts can access all features on the account and can change any information on the account.
 +
* '''Technical''' contacts can make changes to the individual services, such as DNS updates or password changes, and authorize XMission technical support to do the same, but cannot update any billing information.
 +
* '''Billing''' contacts can receive invoices and can modify billing settings and information, but are not authorized to make changes to existing services, such as password changes.
 +
* '''AVS''' contacts serve as a reference for the credit cards on file.  When a transaction is made with a credit card, the address associated with the credit card will be checked against the contact marked as AVS.
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 +
 
 +
==== Adding a New Contact ====
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 +
New contacts can be added to your account by clicking on the "+ Add Contact" button below the listed contacts. 
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 +
[[File:Add contact button.png]]
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This will take you to the New Contact Information screen, where you can fill out details for the contact.  You can also set the type of contact here.
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 +
[[File:Add contact form cropped.png|500px]]
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When you've filled in the required fields, you can find the "Save" button at the bottom of the form by scrolling down.
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 +
[[File:New contact save button.png]]
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==== Editing/Removing Existing Contacts ====
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You can edit existing contacts by clicking on the little gear icon to the far right of the contact you want to change.
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 +
[[File:Edit user button.png]]
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 +
This will bring up the form for the contact in question, showing you the details of the contact.  If you scroll down to the bottom of the form, you can find the "Edit Settings" and "Delete" buttons, which will allow you to edit the contact or delete it.
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 +
[[File:Existing contact buttons cropped.png]]
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When deleting a contact, you will be prompted with a confirmation button before the contact is deleted.
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 +
=== Users ===
 +
The users section details the various users associated with your account. You can think of a user as a unique account login that can used to access the control panel.  It can be accessed by clicking on the "Users" tab next to "Authorized Contacts". 
 +
The users you see listed are generated by the system according to the various services you have.  The username can be seen under the "Username" column, and the service it is associated with can be seen under the "Service" column.
 +
 
 +
[[File:Users cropped.png]]
 +
 
 +
==== Editing Existing Users ====
 +
 
 +
By default, only existing users with usernames can login to the panel.  Currently if there is more than one user on the account no one is granted admin permission until they call in and we can verify which account should have admin permission.  Anyone on staff can grant this permission through the admin tab in their staff account, but '''only after''' they have verified the contact.  You can grant other users the ability to manage your account should you want to give admin access to other people, or just use an alternative username.
 +
 
 +
Similar to editing Authorized Contacts, click on the little gear icon to bring up the editing screen.
 +
 
 +
[[File:Users edit button.png]]
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 +
[[File:Users edit screen.png|500px]]
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 +
Here you will see a list of options pertaining to different parts of your account, allowing you to determine specifically what parts of the account the different users can access and edit.
 +
 
 +
Once you're satisfied with the various permissions for a user, you can scroll to the bottom and click on the 'Save Changes' button.
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 +
[[File:Users save changes.png]]
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Note that if you enable Administrative management, the other options will disappear, as the administrative management option gives full control over the account.
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 +
[[File:Users admin.png]]

Revision as of 13:31, 8 September 2017

Account Home

Account Login

You can login to your XMission account by heading to https://xmission.com/home

Login screen cropped.png

Password Reset

You can click on the "Forgotten Password?" link to reset your password. Fill in your username, and click "Reset Password", and an email will be sent to the primary email address on file with a link to reset your password.

Forgot password cropped.png

Account Home

The Account Home tab provides an overview of your XMission account. Here you can change your password, view and pay your bill, review services, and manage authorized contacts and users.

Changing your Password

To change your password, click on the "Change Password" button in the Account Info section.

Change password button.png

This window requires your current password and asks for the new password you wish to use. The new password must be entered in the New Password and Confirmation fields. | Secure passwords must be at least 12 characters long.

Change password window.png

Paying your Bill

You can pay your bill on the Account Home screen and click the "Pay Now" button under the Billing section.

Pay now button.png

Alternatively, you can click on the Billing link at the top of the page:

Billing button.png

Then click on the green "Pay now" button.

Billing pay button cropped.png

This will bring you to the make a payment screen.

Viewing your Services

You can see a list of your active services two ways. First, you can click on any one of the services buttons under the Services section.

Services buttons.png

Clicking "Summary" will take you to a list of all of the services on your account, while clicking on a more specific option, such as email, will show you only services you have related to that category. Alternatively, you can click the Services tab at the top of the screen and be taken to the services page where you can see your services listed.

Services header.png

Authorized Contacts

The Authorized Contacts on your account are individuals who are authorized to make changes to the account and receive direct technical support from our support technicians. Individuals not listed on the account cannot do things such as change passwords, change billing information, or anything else that requires XMission to apply changes to the account.

You can find the Authorized Contacts section at the bottom of the Account Home screen.

There are four tags that a contact can have on an account:

  • Primary contacts can access all features on the account and can change any information on the account.
  • Technical contacts can make changes to the individual services, such as DNS updates or password changes, and authorize XMission technical support to do the same, but cannot update any billing information.
  • Billing contacts can receive invoices and can modify billing settings and information, but are not authorized to make changes to existing services, such as password changes.
  • AVS contacts serve as a reference for the credit cards on file. When a transaction is made with a credit card, the address associated with the credit card will be checked against the contact marked as AVS.


Adding a New Contact

New contacts can be added to your account by clicking on the "+ Add Contact" button below the listed contacts.

Add contact button.png

This will take you to the New Contact Information screen, where you can fill out details for the contact. You can also set the type of contact here.

Add contact form cropped.png

When you've filled in the required fields, you can find the "Save" button at the bottom of the form by scrolling down.

New contact save button.png

Editing/Removing Existing Contacts

You can edit existing contacts by clicking on the little gear icon to the far right of the contact you want to change.

Edit user button.png

This will bring up the form for the contact in question, showing you the details of the contact. If you scroll down to the bottom of the form, you can find the "Edit Settings" and "Delete" buttons, which will allow you to edit the contact or delete it.

Existing contact buttons cropped.png

When deleting a contact, you will be prompted with a confirmation button before the contact is deleted.

Users

The users section details the various users associated with your account. You can think of a user as a unique account login that can used to access the control panel. It can be accessed by clicking on the "Users" tab next to "Authorized Contacts". The users you see listed are generated by the system according to the various services you have. The username can be seen under the "Username" column, and the service it is associated with can be seen under the "Service" column.

Users cropped.png

Editing Existing Users

By default, only existing users with usernames can login to the panel. Currently if there is more than one user on the account no one is granted admin permission until they call in and we can verify which account should have admin permission. Anyone on staff can grant this permission through the admin tab in their staff account, but only after they have verified the contact. You can grant other users the ability to manage your account should you want to give admin access to other people, or just use an alternative username.

Similar to editing Authorized Contacts, click on the little gear icon to bring up the editing screen.

Users edit button.png

Users edit screen.png

Here you will see a list of options pertaining to different parts of your account, allowing you to determine specifically what parts of the account the different users can access and edit.

Once you're satisfied with the various permissions for a user, you can scroll to the bottom and click on the 'Save Changes' button.

Users save changes.png

Note that if you enable Administrative management, the other options will disappear, as the administrative management option gives full control over the account.

Users admin.png