Manage Colleague Accounts

This topic describes how to modify and export colleague accounts.

Edit a colleague account

  1. Log in to NovoOne Platform portal, go to Account > Colleagues.
  2. Click beside a desired colleague account.
  3. Under the Account Information tab, modify the system language as needed.
    Note: Some grayed-out account information is synced from Yeastar Partner Portal and cannot be edited here. To edit, click Partner Portal at the bottom-right corner to go to Yeastar Partner Portal.
  4. Under the Account Permissions tab, select or deselect the permission checkboxes to control which features the colleague can access.
  5. 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 on the web page.

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

    The colleague accounts are exported to a .xlsx file.