Creating additional OdataLink accounts: Difference between revisions
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== Overview == | == Overview == | ||
OdataLink provides the ability to create additional accounts. This is useful for accounting firms and report writers to setup accounts for individual clients. | OdataLink provides the ability to create additional [[Account|accounts]]. This is useful for accounting firms and report writers to setup accounts for individual clients. | ||
Note that you each account requires a [[Subscribing to OdataLink|separate subscription]]. | |||
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To create an additional account, follow these steps. | To create an additional account, follow these steps. | ||
# Go to [app.odatalink.com app.odatalink.com] | # Go to [https://app.odatalink.com app.odatalink.com]. | ||
# Click on '''Accounts''' in the left-hand side menu. | # Click on '''Accounts''' in the left-hand side menu. | ||
# Click the '''Create Account''' button. | # Click the '''Create Account''' button. | ||
# Enter the '''Name''', '''Address'' and select the '''Time Zone'''. | # Enter the '''Name''', '''Address''' and select the '''Time Zone'''. | ||
# Click the '''Create Account''' button. | # Click the '''Create Account''' button. | ||
#: When creating an [[Account|account]], OdataLink will also create a default [[Models|model]] as well as add your current [[IP Addresses|ip address]] to the list of authorised [[IP Addresses|ip addresses]]. | #: When creating an [[Account|account]], OdataLink will also create a default [[Models|model]] as well as add your current [[IP Addresses|ip address]] to the list of authorised [[IP Addresses|ip addresses]]. | ||
Once the [[Account|account]] is created, you will need to [[Configuring models|configure one or more models]]. | Once the [[Account|account]] is created, you will need to [[Configuring models|configure one or more models]] and [[Adding data files|add one or more data files]]. | ||
= Related Topics = | = Related Topics = | ||
:[[Getting Started Guide]] | :[[Getting Started Guide]] | ||
:[[Managing my account]] | |||
:[[Transfer Account Ownership]] | |||
Latest revision as of 05:04, 1 March 2025
Overview
OdataLink provides the ability to create additional accounts. This is useful for accounting firms and report writers to setup accounts for individual clients.
Note that you each account requires a separate subscription.
Steps
To create an additional account, follow these steps.
- Go to app.odatalink.com.
- Click on Accounts in the left-hand side menu.
- Click the Create Account button.
- Enter the Name, Address and select the Time Zone.
- Click the Create Account button.
- When creating an account, OdataLink will also create a default model as well as add your current ip address to the list of authorised ip addresses.
Once the account is created, you will need to configure one or more models and add one or more data files.