Manage Colleague Accounts

This topic describes how to edit, export, freeze, and delete colleague accounts.

Edit a colleague account

  1. Log in to NovoOne Platform portal, go to Account > Colleagues.
  2. Click beside a desired account.
  3. Change colleague's basic information or user permission as needed.
    Note: If you change the Email, the email address that you have set earlier can NOT access NovoOne Platform.
  4. Click Save.

Export colleague accounts

  1. Log in to NovoOne Platform portal, go to Account > Colleagues.
  2. Optional: Filter colleague accounts using one of the following methods.
    • Click beside a desired column, enter a desired value and click Confirm.

    • At the top-right corner of the colleague list, enter a value in the search box to perform a fuzzy search.

    The matched colleague accounts are displayed.

  3. Optional: Select desired resellers in the list.
  4. Click Export.

    The reseller accounts are exported to a .xlsx file.

Freeze colleague accounts

  1. Log in to NovoOne Platform portal, go to Account > Colleagues.
  2. To freeze a colleague account, do as follows:
    1. Click beside a desired account and click Freeze.
    2. In the pop-up window, click Freeze.
  3. To bulk freeze colleague accounts, do as follows:
    1. Select the checkboxes of desired accounts, then click Freeze at the top.
    2. In the pop-up window, click Freeze.

The frozen colleague accounts are displayed with FROZEN status. Frozen users can no longer be able to log in to NovoOne Platform, and currently logged-in users will be automatically signed out.

Delete colleague accounts

  1. Log in to NovoOne Platform portal, go to Account > Colleagues.
  2. To delete a colleague account, do as follows:
    1. Click beside a desired account and click Delete.
    2. In the pop-up window, click Delete.
  3. To bulk delete colleague accounts, do as follows:
    1. Select the checkboxes of desired accounts, then click Delete at the top.
    2. In the pop-up window, click Delete.