Creating an account: Difference between revisions
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[[Account|Accounts]] represent a billing entity. One is is automatically created when you first start a trial. | [[Account|Accounts]] represent a billing entity. One is is automatically created when you first start a trial. | ||
An [[Account|account]] | An [[Account|account]] contains all the [[Data Files|data files]], [[Models|models]] and other settings for a given organisation. | ||
You are able to [[Creating additional OdataLink accounts|create multiple accounts]]. This is useful for accounting firms that want to keep each clients' configuration separate. | You are able to [[Creating additional OdataLink accounts|create multiple accounts]]. This is useful for accounting firms that want to keep each clients' configuration separate. Note that you each account requires a [[Subscribing to OdataLink|separate subscription]]. | ||
Note that you | |||
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#: 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]] | |||
:[[Managing my account]] | |||
:[[Creating additional OdataLink accounts]] | |||
Latest revision as of 18:16, 15 May 2023
Accounts represent a billing entity. One is is automatically created when you first start a trial.
An account contains all the data files, models and other settings for a given organisation.
You are able to create multiple accounts. This is useful for accounting firms that want to keep each clients' configuration separate. Note that you each account requires a separate subscription.
Steps
To create an account, follow these steps.
- Enter a name for your account.
- This should be the Company being billed for this account (should you choose to subscribe).
- Enter your Company Address.
- Select the Time Zone for the account.
- Some OData Feeds will use this information to format dates in a readable format.
- 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.