GDS v4 registering a business account

To register a business on the portal:

1. Go to the customer portal v4 and click on ‘Register’ on the Home page.
2. Fill the mandatory details including password as per the password policy.

1. Choose the option to register as a ‘Business customer’.
2. Mention the name of your company or organisation and click to continue.
3. Choose your subscription or notification preferences and click to continue.
4. Activate your account and you can gain the access to the portal.

How can existing businesses access the portal
 

For the business organisations already added to the system, then all the contacts under that organisation will be treated as administrators until a decision is made in regard user roles within the system.

How to access the existing businesses access the portal
 

‘My Organisation’ option is visible to users if their account is associated with an Organisation as a ‘Contact’.

How to add people to the organisation after logging into the business account

Administrator can add a new account or search for an existing customer and add them to the organisation.

1. Log in to the portal as your business account
2. From the burger icon on the top-right corner, click on ‘My organisation’.

1. Click to view the business profile and all details.

1. Click on Manage > People. It will display the records of existing persons associated with the organisation with an option to edit and provide you with a further option to add new accounts.

1. To add a new account, click on the Add button.
2. Add the persons details in the fields as required.
3. You can set up the person as an administrator by checking the box for ‘Make this person an Administrator’.
4. You can control this person’s access to different areas by checking the box which will enable them to view/hide Agreements (Contracts), Bookings and appointments, Service requests and Tasks.
5. Upon adding the person, an activation email will be sent to the person’s email, which they need to verify and activate the account.

For existing users, the administrator can add them to the organisation.

How to enable/disable an account from the organisation

The administrator can disable an existing account from the portal.

1. Log in to the portal. 
2. From the burger icon on the top-right corner, click on ‘My organisation’.
3. Click on Manage > People from the organisation details page.
4. Search and click on edit to open the person’s account details page.
5. On the top right side, you can click on ‘Disable’ or ‘Enable’ to disable the person from the organisation to make the account inactive or active respectively.

Complete removal/erasure of an account will require a request to us via support.

How can I manage access for different accounts?

Administrators can control what the users can have access to by going into their profile-

1. Log in to the portal as your business account.
2. From the burger icon on the top-right corner, click on ‘My organisation’.
3. Click on Manage > People from the organisation details page.
4. Search and click on edit to open the person’s account details page.
5. You can choose to make the person as administrator of the business account as well as grant access to different areas of concern as per below screenshot.

Grant Access to:-

• Agreements (Contracts) - the ability to see all agreements for the organisation. This is where any contact within the organisation has created a contract.
• Bookings and Appointments - the ability to see all bookings for the organisation. This is where any contact within the organisation has created a booking.
• Service Requests - the ability to see all service Requests for the organisation. This is where any contact within the organisation has created a service request.
• Tasks
   - the ability to see all tasks for the organisation. This is where any contact within the organisation has created a Task.

 Only administrators within the organisation can manage to Add email, Add Phone, Add Address and Notification Preferences for the Organisation.