Understanding the Account Management dashboard

The Account Management dashboard is the landing page of the Account Management portal. The Account Management portal lets you manage organizational settings, create and manage users, assign user roles, and create child organizations under channel partner organizations. What can be seen depends upon the roles of the user.

Note:  A user must have either the Organization Administrator or User Administrator role to access the Account Management portal.

The following is a sample Account Management dashboard for a user with the Organization Administrator or User Administrator role.

1. Organization



2. Users



3. Groups



4. Applications

The following is a sample Account Management dashboard for a user with the Organization Administrator or User Administrator role, and the Partner Administrator role.

1. Organization



2. Users



3. Groups



4. Applications



5. Child Organizations

The Account Management dashboard provides access to the following:



1. The Organization menu, which provides links to the following:

   • The Account Management dashboard
   • The Organization Roles page—Lets you select a set of roles that are automatically assigned to all users in the organization
   • The Authentication Provider page—The setup for federated identity management
   • Child organizations—Lets you view child organizations defined under the partner organization.

   Note:  These organizations appear only to users who have the Partner Administrator role.

   • Printer Login Configuration


2. The Users card and menu:

   • Shows the list of user accounts in the organization
   • Lets you create new user roles and modify existing ones


3. The Groups card and tab:

   • Shows the list of user groups in the organization

   Note:  Groups provide a quick way to assign the same set of roles to several users.



4. The Applications tab:

   • Shows the list of installed applications that provide authentication credentials for devices without user credentials, such as Fleet Management Printer Agent and Cloud Print Management


5. The Child organizations card:

   • Shows the list of child organizations under an organization.

   Note:  This card appears only to users who have the Partner Administrator role.