Portal Sub-Account User Management

For organizations that will have multiple users accessing the Customer Support Center Portal and require all users to share common features, such as support ticket bank, premium content, organizational ticket history, etc.

A. Adding New Sub Account user

The first user that registers from an organization will automatically become the Master Account Administrator (MAA). The MAA will be able to create Sub-Account users as per the details below. 

Note: MAA can be changed to a regular Sub-Account User afterwards, see section C below for instructions.  

1. MAA logs into account and clicks "Manage Account" button

2. Click "New"

3. Fill in new Sub-Account user's username and assign a temporary password. Fill in the rest of the Sub-Account user's contact information and agree to the Terms of Service before clicking the "Submit" button. 

4.Upon submission of the request, an email will be sent to the Sub-Account user with an activation link with the portal username and temporary password credentials.

ALL DONE!!!!! You have now created an organizational Sub-Account user who can share all of your portal features.  

B. Changing Portal Password

The Sub-Account user is encouraged to change his/her temporary password upon logging into the Support Portal. The following instructions explain how to change the portal user (both MAA and Sub-Account User).

1. Login with current credentials to Support Portal and click "Change Password".

2. Enter New Password in provided fields.

3. Click 'Save' button to accept changes.

ALL DONE!!! You have successfully changed the Support Portal user password.

C. Changing Sub-Account User to Master Account User

There are times when organizations require multiple users to have Master Account Administrator privileges, e.g. Backup support, vacation relief, etc.). Oso Healthcare Customer Support Center Portal allows the MAA to convert Sub-Account user(s) to have the same administrator privilages as the primary MAA. The process also works for converting an existing MAA into a Sub-Account User.

1. MAA must login to the portal and click on the 'Manage Account' button. All existing admin (MAA) and user (Sub-Account) accounts will appear on the user list. The MAA should click the name of the user that will be converted to a secondary MAA.

2. Click 'Edit'

3. Click on the 'Portal User Type' dropdown box and change the status of the user to: admin (MAA) or User (Sub-Account user). Click the 'Save' button to apply changes.

4. Upon returning to the User List, the account that was modified will now have admin (MAA) access.

ALL DONE!!!!!!   Use the same procedure if you wish to convert a MAA to a Sub-Account User.