We are excited to introduce a redesigned profile dropdown feature, which includes a new 'Switch Account' option specifically for parent accounts. This enhancement aims to streamline account management and improve user experience.
Overview
The profile dropdown has been redesigned to benefit the new ‘Switch Account’ option available for parent accounts. The enhancements include:
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A dedicated section presenting details about the user and the current account.
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A new 'Switch Account' option for parent accounts.
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An icon in the account section to indicate a Parent Account.
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An option labeled 'Back to Parent Account’ when logged into a child account.
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The capability to filter requests based on the accounts associated with the users who submitted them.
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Parent account names will be accompanied by a specific icon for easier identification.
Key Benefits
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Improved Account Management: Easily switch between parent and child accounts.
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Enhanced User Experience: Clear indication of the current account and quick access to switch accounts.
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Efficient Request Filtering: Filter requests based on the associated user accounts.
How to Access the Feature
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Navigate to the Profile Dropdown:
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Click on your profile icon in the top right corner of the application.
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Access 'Switch Account' Option:
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If you are logged in with a parent account, you will see the new 'Switch Account' option.
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Identify Account Type:
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An icon will be displayed in the account section to inform you whether it's a Parent or Child Account.
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Switch Back to Parent Account:
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When logged into a child account, select 'Back to Parent Account’ from the profile dropdown.
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Step-by-Step Guide
1. Switching to a Child Account
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Click on your profile icon.
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Select 'Switch Account'.
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Choose the desired child account from the list.
2. Returning to Parent Account
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Click on your profile icon.
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Select 'Back to Parent Account’.
3. Filtering Requests by Account
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Navigate to the requests section.
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Use the filter option to select requests based on the associated accounts.
Use Case Examples
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Parent Managing Multiple Child Accounts:
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Easily switch between child accounts to manage settings and permissions and send requests in each prefferred account
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Filtering Support Requests:
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Quickly filter and view requests submitted by users of specific child accounts.
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Switch to a child account
Switch back to parent account
Filter on the requests page by account
FAQs
Q: Can I switch to any child account?
A: Yes, as long as you have the right permissions on the parent account.
Q: Will I be notified when switching accounts?
A: An icon in the account section will indicate the current account type, ensuring clarity.
Q: How do I know if I am logged into a parent or child account?
A: The specific icon next to the account name will inform you of the account type.