Steps To Getting Up And Running Quickly With MyIntelliAccount Android

© 2022 MyIntelliSource, Inc. All Rights Reserved
STEPS TO GETTING UP AND RUNNING
QUICKLY WITH MYINTELLIACCOUNT ANDROID

Section 1: 3
2
Section 2: 7
Section 3: 11
Section 4: 21
Section 5: 32
MyIntelliSource, Inc.’s Contact Info
Inviting And Adding Users
Setting Up Customers/Vendors
Setting Up The Application
Registering With MyIntelliSource

REGISTERING WITH
MYINTELLISOURCE

The first thing to do to begin registering
with MyIntelliSource is to locate and
launch MyIntelliAccount after you
install the application.
Upon launching MyIntelliAccount, the
first task you need to complete is
registering with MyIntelliSource. This
is accomplished in the Android
application by clicking on the
“Register” button on the login screen.

Upon clicking the “Register” button,
this will open a webpage to the
MyIntelliSource customer registration
page. You need to complete the form by
filling in the required fields in red; blue
fields are optional. Once you are
finished, click the submit button at the
bottom of the registration page.
If your registration submission is
successful, you will receive this
notification. Before you can log in, you
must go to your email inbox and click
the embedded link contained in an
email the system sent to you to verify
you actually created the account. Once
you verify your account, you can login.

Go back to the login screen and type
your user name (email) and password
and click the “Login” button.
Logging in will take you to the
MyIntelliAccount home screen, where
your journey begins. For future
reference, to exit MyIntelliAccount,
click the “Log Out” button beneath the
logo.

SETTING UP THE APPLICATION

To begin using MyIntelliAccount, you
must first create a business. On the
lower tab bar, click the icon labelled
“Businesses”.
As you can see to the left, you currently
have no business information entered.
To enter business information, click the
“Enter New Business” button.

Upon clicking the “Enter New
Business” button, you are forwarded to
the screen to create a new business in
MyIntelliAccount. Fill out the required
fields in red; the fields in blue are
optional. After you are finished, scroll
down and click the “Submit” button
(currently not in view).
Upon clicking the “Submit” button,
MyIntelliAccount will confirm that you
want to create the new business. To
create the new business, hit the “OK”
button in the dialog box.

Upon successful submission of your
new business information to the
MyIntelliSource server cloud, you will
be transported back to the business list.
In addition, you will get a message at
the bottom of the screen saying you
were successful.

SETTING UP CUSTOMERS
AND VENDORS

To begin creating customers and
vendors, go to the business list and
select the desired business to add
customers or vendors.
Clicking a business row brings you to
the business home screen for that
business. To create a customer, you
click on the “Customers” tab bar option
in the lower tab bar.

Currently, you have no customers
entered in MyIntelliAccount. To enter
a new customer in MyIntelliAccount,
click the “Enter New Customer” button.
This is the first of three screens used to
create customers. In this screen, you
enter the base customer information.
The only field required to create a
customer is the “Company/Customer
Name” field; all other fields are
optional. To add address information
and contact information for the
customer, click the associated row for
each.

Starting with customer addresses, you
click the address row and you are
presented with the second screen where
rows of customer addresses would be if
you had any entered. To enter a new
customer address, click the “Enter New
Customer Address” button.
A third screen is presented and this is
the screen where you enter your
customer address information. The
fields in red are required; the fields in
blue are optional. After you have
entered your desired customer address
information, click the “Submit” button
to save the address information.

Clicking to save customer address
information takes us back to the second
screen and as you can see, the new
address information is listed although
abbreviated. If you want to enter
another new customer address you can.
To save all customer address
information to the base customer
information, click the “Save Customer
Address Information” button.
Similar to the operation of the address
information, contact information is
added in the exact same method. The
second screen lists rows of contacts. If
you click on the “Enter New Customer
Contact” button, you may enter a new
customer contact.

This is the third screen of the contact
information. All fields in this screen are
optional, but you must enter at least
one field to save. Once you have
entered your desired customer contact
information, click the “Submit” button
(currently out of view) to save.
Once you save your customer contact
information, you are transported back
to the second screen where you can
choose whether to enter another
customer contact information or save
the current customer contact
information to the customer base
information. To save the current
customer contact information to the
customer base information, click “Save
Customer Contact Information”.

Once you have entered all your
customer base information, customer
address information, and customer
contact information, click the “Submit”
button to save the information to the
MyIntelliSource cloud servers.
MyIntelliAccount will ask to confirm
the saving of your customer
information to the MyIntelliSource
server cloud. Click “OK” to proceed.

Upon successfully saving the customer
information to the MyIntelliSource
server cloud, you will see the row of
customer information and you will also
get a message at the bottom of the
screen confirming the successful save.
Entering business vendors is identical
in nature to entering business
customers. Instead of clicking the
“Customers” tab bar option, you click
the “Vendors” tab bar option. As you
can see, you have no vendors currently
in the system. To enter vendor
information, click the “Enter New
Vendor” button.

Similar to the customer information,
the only field that is required to enter a
vendor is the “Company/Vendor
Name” field; all other fields are
optional. Adding vendor address and
contact information is virtually the
same. After you have entered your
desired vendor information, click the
“Submit” button to save it to the
MyIntelliSource server cloud.
This is an example of the vendors list
after you have entered a company as a
vendor. If you click the row of vendor
information, it will display the Vendor
home screen for the vendor in question.

If you click a vendor row, you will be
transported to the vendor homepage for
that vendor, where you can edit the
vendor information, enter vendor
notes, purchase orders, and receiving
reports. To exit the particular vendor,
click the “Exit Vendor Home” button.
Similar to the Vendor home screen, the
Customer home screen form clicking a
particular customer row allows you to
edit the customer’s information, and
enter customer notes, estimates,
invoices, payments, and shipments. To
exit the Customer home screen, click
the “Exit Customer Home” button.

INVITING AND ADDING USERS

To set up MyIntelliAccount into multi-
user mode, from the application home
screen, click on the “Users” tab bar
option on the lower tab bar.
Clicking the “Invitations” button
triggers MyIntelliAccount to load the
MyIntelliSource subscription system if
the user is not already subscribed.
Multi-user mode is a per user monthly
subscription service and allows
multiple users to use your account
within the parameters you set.

If you are not already subscribed, you
must login to the MyIntelliSource
billing system to setup a monthly
subscription for multi-user mode.
Clicking the “Login” button brings up
the MyIntelliSource web site login
screen where you will login and then be
transported to the billing system.
Enter your login credentials and the
security code in the yellow box to login
into the MyIntelliSource server cloud to
set up billing.

You currently have no MyIntelliSource
monthly subscriptions in place. To
create a new monthly subscription for
MyIntelliAccount, click the “Create
New Subscription” button.
To subscribe to MyIntelliAccount and
unlock multi-user mode, select
“MyIntelliAccount” from the
“Subscribe To” drop down menu, enter
your credit/debit card information, and
then click “Submit”.

If you are successful in creating a
monthly subscription to
MyIntelliAccount, you will receive this
screen. If you click the “Back” button,
you will see your subscription and may
manage it from there.
Your monthly subscription is
highlighted here with the “Update
Payment Info” button and the “Cancel
Subscription” button. You may update
your payment information or cancel
your subscription at any time.

If you exit the browser window and
reclick on the “Invitations” button, you
will be forwarded to a list of current
unaccepted invitations and may send
an invitation to a target user.
To invite a new user, click the “Invite
New User” button inside the list of
unaccepted invitations by users.

To invite a new user, enter his/her
email into the section and click the
“Invite New User” button.
MyIntelliSource’s server cloud will send
out an invitation email with an
embedded link for the user to click.
Once the user clicks the link and
registers or logs in, your subscription
will automatically be updated, but only
after the user registers or logins from an
invitation email.
The system will ask you to confirm your
new user to receive an invitation email.
Click “OK” to send the invitation email
to your target user.

Once you confirm the target user’s
invitation, you will be transported back
to the unaccepted invitation’s list where
you will see your new invitation.
Once the user accepts the invitation and
registers or logs in, the selected invited
user will be listed in current users.
Initially, the user will have no
permissions to any of your business(es)
and you will need to grant permissions
as you desire.

If you log in as the invited user, on the
application home screen. You click the
drop down selection box beneath the
“Log Out” button, you will now see two
accounts, the invited user’s primary
account and the guest account.
Selecting the guest account allows the
invited user to make entries into your
business information within the
permissions you grant him or her.
If you log out of the invited user account
and log back in as the original user. You
go to the “Users” tab bar option. You
may manage our invited user’s
permissions and access to your
business information.

To manage an invited user’s access and
permissions, click the user row inside
the current user’s screen.
From the selected current user screen,
you can either cancel the invited user
account and remove all access or you
can select to set permissions to
diﬀerent parts of the MyIntelliAccount
application.

To set permissions and access for an
invited user you must first select the
business that you would like to grant/
deny access and permissions.
To set user permissions, select the
target area where you would like the
invited user to have access and change
the drop down box to grant or deny
permission. The default permission is
none. Once you are satisfied with your
invited user’s permissions, click the
“Save User Permissions” button and the
invited user’s permissions go into eﬀect
immediately.

CONTACT INFORMATION
MyIntelliSource, Inc.
Knoxville, Tennessee 37912
https://www.myintellisource.com
cs@myintellisource.com
PO BOX 12023

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