Creating an account: Difference between revisions

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An [[Account|account]] represents a billing entity will be created when you start a trial
[[Account|Accounts]] represent a billing entity. One is is automatically created when you first start a trial.


An  [[Account|account]] holds [[Models|Models]], [[Data Files|Data Files]], [[Users|Users]] and [[IP Addresses]]
An  [[Account|account]] encapsulates all the configuration information in OdataLink, including:
* [[Models|Models]]
* [[Data Files|Data Files]]
* [[Users|Users]]
* [[IP Addresses]]


You are able to create multiple accounts from your single user login and share accounts with others
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.


Accounts are good to keep your clients data separate
Note that you will need to purchase a subscription for each account you create.


If you are setting up OdataLink on behalf of a client then typically the best configuration is to have a separate account for each


= Steps =
= Steps =
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# Enter a '''name''' for your account.
# Enter a '''name''' for your account.
#: This should be the Company being billed for this account (should you choose to subscribe).
#: 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.
# Select the '''Time Zone''' for the account.
#: Some [[OData Feeds]] will use this information to format dates in a readable format.
#: Some [[OData Feeds]] will use this information to format dates in a readable format.
# Enter your '''Company Address'''.
# Click the '''Create Account''' button.
# Click the '''Create''' 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]].


= Related Topics =
= Related Topics =
[[Getting Started Guide]]
[[Getting Started Guide]]
[[Creating additional OdataLink accounts]]

Revision as of 18:09, 15 May 2023

Accounts represent a billing entity. One is is automatically created when you first start a trial.

An account encapsulates all the configuration information in OdataLink, including:

You are able to create multiple accounts. This is useful for accounting firms that want to keep each clients' configuration separate.

Note that you will need to purchase a subscription for each account you create.


Steps

To create an account, follow these steps.

  1. Enter a name for your account.
    This should be the Company being billed for this account (should you choose to subscribe).
  2. Enter your Company Address.
  3. Select the Time Zone for the account.
    Some OData Feeds will use this information to format dates in a readable format.
  4. 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.


Related Topics

Getting Started Guide Creating additional OdataLink accounts