How to create an account (updated)

Create accounts to facilitate a third party to manage space blocks of a site in the Customer Management Portal.

Before you create an account, ensure you have created a user who will be the account owner.

Configuring an account provides the ability for a third party to mange their parking in the customer management portal. Operators create accounts, set up hours of operation and allocate space blocks to the account. The nominated account owner user can login to the customer management portal and manage their parking operations. 

Perfect for corporate third parties that lease a block of a site.

Process

1. Log into the Customer Management Portal and select space management from the left side menu.

2. In the top bar options, select Accounts.

3. Select Add account.

4. Give the account a name i.e., ABC Lawyers

5. Select the owner of the account (the user must already be registered in the Customer Management Portal). The owner will be the person who manages the space. 

6. Parking Spaces

Select the total number of parking spaces allocated for this account. i.e., 30 

7. Space allocation

In the select dropdown, choose a space block that you have pre-configured and allocate how many parking spaces are available from that space block to the account. Click the + to add a new line and add more space blocks and the number of parking spaces that are allocated from each space block to the account. You will only be able to allocate the number of total parking spaces you set in the previous Parking Spaces configuration. 

8. Select create to complete the process.

Frequent queries

What can the account owner do?

When a user logs into to the portal as an account owner, the portal will give this user following permissions:

• View Users, Activity and Account page on the portal

• Under Users page:

  • View their account users

  • Add/Invite new account user (account owner only)

  • remove account user (account owner only)

• Under Activity page:

  • Can view activities of all account user

How does space management work with an account?

The following diagram shows space block allocation when there is an account.