Admin: Created page with "{{PersonatorWorldNav |IntroductionCollapse= }} {{CustomTOC}} The PI Portal now works with Sub Users! Sub Users will be able to gain access to the PI Portal pages without having to create a new Melissa account, and will adopt the same configurations as the main account. Sub Users can access both the '''Report Generation Page''' and '''Single Verification Form'''. If a Sub Users submits a record through the Single Verification Form, the transaction will be counted unde..."

2023-08-11T18:31:19Z

Created page with "{{PersonatorWorldNav |IntroductionCollapse= }} {{CustomTOC}} The PI Portal now works with Sub Users! Sub Users will be able to gain access to the PI Portal pages without having to create a new Melissa account, and will adopt the same configurations as the main account. Sub Users can access both the '''Report Generation Page''' and '''Single Verification Form'''. If a Sub Users submits a record through the Single Verification Form, the transaction will be counted unde..."

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{{PersonatorWorldNav
|IntroductionCollapse=
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{{CustomTOC}}

The PI Portal now works with Sub Users! Sub Users will be able to gain access to the PI Portal pages without having to create a new Melissa account, and will adopt the same configurations as the main account.

Sub Users can access both the '''Report Generation Page''' and '''Single Verification Form'''. If a Sub Users submits a record through the Single Verification Form, the transaction will be counted under the main Melissa account.

==Getting Started==
There are two requirements to start creating sub users.
#You will need to have a Melissa account with a valid login.
#The main Melissa account will need to have Personator Identity Activated before use.

If the two requirements are satisfied, then you can contact your Sales Representative to create a new sub user!

==Registration Process==
<ol>
<li>Send your Sales Representative the email, first name, and last name of the Sub User that would like to sign up. You can send a list if multiple users are required.</li>

{| class="alternate01"
!FirstName !! LastName !! Email
|-
|Melissa||Data||melissa@melissadata.com
|-
|Subuser||One||subuserone@melissa.com
|}

<li>Your Sales Representative will perform checks and initiate the registration process.</li>
<li>Each Sub User will receive an Email with the subject '''Melissa Account Sub-User Registration''' from sales@melissa.com.</li>
<li>Click on the '''Register as a Sub-User''' link on the email.</li>
<li>Enter the '''Access Code''' from the email on the '''Sub-User Registration form'''.</li>

<li>Fill out the following information on the form:</li>
<ol>
<li>First Name</li>
<li>Last Name</li>
<li>Email</li>
<li>User Name</li>
<li>Password</li>
</ol>

<li>After successful registration, navigate to the PI Portal pages.</li>

<li>Sign in as a Sub User.</li>
<ol>
<li>On the top right, click on '''Sign In → Sub-User'''.</li>
<li>Fill in the '''main account email address''' found on the '''Melissa Account Sub-User Registration''' email.</li>
<li>Fill in '''username''' and '''password'''.</li>
</ol>

<li>After successful login, you should be able to see your Name on the top right of the page.</li>
</ol>

[[Category:Personator Identity]]
[[Category:Reference]]

Personator Identity:PI Portal Sub Users - Revision history