The My Account page is a central hub where you can view all the Unleashed accounts you're associated with, along with your role in each account and their subscription details. This page allows you to easily navigate between multiple Unleashed accounts using the same login credentials without needing to log out and back in. There's no limit to the number of accounts you can be invited to.
For each Unleashed account you're invited to, you'll see the following information in the My Accounts tab:
Account: The Company name of the Unleashed account.
Relationship: Your role in the account (e.g., Account Owner, Invited User).
Version: The subscription plan the account is currently using.
View this account: Click the View button to open and access that account.
Open My Account
To access the My Account page:
In Access Evo , click on the 'Access' Button.
Go to Products, and select Unleashed.
In Unleashed's Access Evo tab, right-click on Dashboard in the menu option, and select "Open link in new tab".
In the new Unleashed browser tab, select your user name at the bottom of your menu.
Select My Account.
You'll be taken to your My Account page.
Account Invoices
The My Invoices tab, available in the My Accounts page for the Account Owner, provides a comprehensive list of all historical invoices for your accounts. Each invoice displays the following details:
Invoice: The invoice number.
To: The account name or recipient for the invoice.
Email: The email address of the specified recipient.
Date: The date the invoice was created.
Total: The total amount for the invoice.
Currency: The currency used for the invoice.
Download: Option to download the invoice in PDF format.
Invoice delivery
When your subscription renews or a plan update is processed, the latest invoice will be automatically emailed to your designated billing contact. The Account Owner will be the default billing contact.
To change the billing contact for your subscription:
Ensure you are the Account Owner for the account.
Contact Support and request a change for your subscription's billing contact.
Important: Only Account Owners can request billing contact changes.
Account Management
If you are an Account Owner, Superuser or a user with "Billing" role permissions granted, you'll see the following buttons in the top right of the My Account page:
Upgrade Account: Directs you to the Billing page for your Unleashed account, where you can manage your subscription.
Register Another Account: Guides you through creating a new Unleashed account with its own subscription. Each new Unleashed account requires its own subscription, ensuring that businesses can manage their operations separately without overlap.
Account Owners will also see options to create or delete a Sandbox environment.