Subscription (Reseller)

Creating accounts and customer with subscription (for Reseller/Reseller)

Create a company

1. Select Company / Create accounting
2. Fill in the relevant company information. Read more.
3. Press Create company
4. Switch to the new company in the list of company names, top right.

 

Create a user

1. Select Administrator / All users
2. Tap Add user and fill in the relevant information A user can have a role as a Standard, CompanyAdmin and Accountant. However, CompanyAdmin is not used. NOTE: An Accountant user is not assigned to the correct Univisor. Contact Uniconta Support at support@uniconta.com to get the user set up correctly. Provide Univisor number and name.
3. Tap Save
4. Press Yes to assign the user access to a company
5. Select the company and press OK
6. Assign user rights and press OK When selecting Full access for Owner, the user becomes the owner of the selected company
7. You will then be given the option to create a subscription for the user. Press Yes if you want to create a subscription.
8. Enter relevant information and tap Save subscription

A user has now been created with a subscription for an account.

Change subscriptions

1. Select Administrator / All companies
2. Search for the company name
3. Select the company in the list of companies, if any, and press "Go to owner"
4. Select the user in the list and click "Subscribe"
5. Change the subscription information and press "Save subscription" Read more here