Steps To Getting Up And Running Quickly With MyIntelliAccount iOS

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

Section 1: 3
2
Section 2: 7
Section 3: 10
Section 4: 20
Section 5: 31
MyIntelliSource, Inc. Contact Info
Inviting And Adding Users
Setting Up Customers/Vendors
Setting Up The Application
Registering With MyIntelliSource

REGISTERING WITH
MYINTELLISOURCE

After installing MyIntelliAccount iOS to
your device, the very first thing you
should do is to find the application and
launch it.
Next, you need to register with
MyIntelliSource for a user account.
This can be accomplished on the phone
by clicking the “Register” button in the
lower section of the phone.

Next, this will bring up the web
browser. To complete registration, fill
out the form. The fields in red are
required; the fields in blue are optional.
Then click the “Submit” button.
If you successfully register with
MyIntelliSource, you will receive this
screen. At this point you need to exit
MyIntelliAccount and go to your email.
There will be a verification email that
you will need to click the embedded link
before you can login.

Once you have verified your account by
clicking the embedded link in the email,
you may now login. With iOS, you can
choose to have MyIntelliAccount
remember your password if you so
desire. Once you have entered your
email and password, click the “Login”
button.
If your login is successful, then you will
receive the following screen. This is the
home screen for MyIntelliAccount and
is the starting point for your operations.
If you want to exit the program, click
the “Exit” button and you will be logged
out of MyIntelliAccount.

SETTING UP THE APPLICATION

The first task in using MyIntelliAccount
is to register your business. To do this,
click the “Businesses” tab bar button at
the bottom of the screen.
Because this is the first time you have
logged in, you have no businesses listed
in MyIntelliAccount. To register a
business with MyIntelliAccount, click
the “New” button in the upper right
navigation bar.

Clicking the “New” button in the
“Businesses” screen displays the form
to fill out to register your business. All
fields with an “*” are required; the rest
are optional. Once you have completed
entering the required information, click
the “Save” button in the upper right
navigation bar.
Upon completing the form and hitting
the “Save” button, MyIntelliAccount
will display a success message if your
business information was successfully
registered with the MyIntelliSource
server cloud.

SETTING UP CUSTOMERS
AND VENDORS

To begin setting up customers and
vendors, click the new business row you
just created.
To enter a new customer, begin by
clicking the “Customers” tab bar button
on the lower tab bar.

Next, because you have no customers
already in MyIntelliAccount, click the
“New” button in upper right navigation
bar.
Presented to you is the form for
entering a new customer. Note the only
field required is the “Customer” field;
the rest are optional. You are going to
enter information in all the fields and
add an address and a contact to your
new customer information. To add an
address to the new customer
information, click the “Address
Information” section. To add a contact
to the new customer information, click
the “Contact Information” section.

You will begin by selecting the “Address
Information” section. As you can see,
you currently have no customer address
information listed. To create an entry
for a customer address, click the “Add”
button in the upper right navigation
bar.
To enter a customer address, enter the
required information with an “*” and
optionally the other information. Once
you have completed entering the extent
of customer address information you
desire, click the “Save” button in the
upper right navigation bar.

Once you have entered one or more
addresses to the customer information,
click the “Save” button in the upper
right navigation bar.
If you go back and click the “Contact
Information” section, you are presented
with a similar screen to the address
information. To enter a row of contact
information, click the “Add” button in
the upper right navigation bar.

Similar to the address information
form, the contact information form has
no required fields but you must
complete at least one field in order to
save it. After you have entered your
contact information for your customer,
click the “Save” button in the upper
right navigation bar.
Once you have entered as much contact
information as you desire, click the
“Save” button in the upper right
navigation bar to add it to the new
customer information.

Once you have entered all your new
customer information, to save it to the
MyIntelliSource server cloud, click the
“Save” button in the upper right
navigation bar.
If your customer information is
successfully saved to the
MyIntelliSource server cloud, you will
receive an operation success message.

Once you have entered a new customer
into the MyIntelliSource system, you
can access their information and other
options by clicking on the targeted row.
Identical in entry order, business
vendors may be entered by going back
to the business home screen and
clicking on the “Vendors” tab bar
option.

To enter a new business vendor, click
the “New” button in the upper right
navigation bar. Entering vendors works
almost identically to entering
customers except for the type.
The only field required to enter a
business vendor is the vendor name; all
other fields are optional. You add
address information and contact
information for the business vendor in
the exact same fashion as for
customers.

If you go back to customers and click on
a row, it displays the customer
information screen where you can edit
customer information and add
customer notes, estimates, invoices,
payments, and shipments.
If you go back to business vendors and
click on the new row of information,
you can edit vendor information and
enter vendor notes, purchase orders,
and receiving reports.

INVITING AND ADDING USERS

To add users to your MyIntelliAccount
account, click the “Users” tab bar
button.
Multi-user mode requires a monthly
subscription based on the number of
users that you can cancel at any time. If
you are not already subscribed,
MyIntelliAccount ask you if you wish to
login to the MyIntelliSource billing
system to set up a MyIntelliAccount
subscription.

You will be redirected to the
MyIntelliSource login webpage where
you enter your security credentials and
the security code and click “Login”.
Upon logging in the MyIntelliSource
server cloud, you will be redirected to
the billing homepage. To add a
subscription, click the “Create New
Subscription” button.

MyIntelliAccount is a monthly
subscription based on the number of
active users. As users are added and
subtracted, your subscription is
automatically updated to reflect the
current number of users. To add a
MyIntelliAccount subscription, select
“MyIntelliAccount” from the
“Subscribe To” Field, enter your credit
card information, and click “Submit”.
If your subscription is successfully
completed, you will receive the
following screen. If you click the “Back”
button, you can see your active
MyIntelliSource subscriptions.

As you can see, you have an active
MyIntelliAccount subscription. You
may cancel at any time or update your
payment information from this screen.
If you double click the screen, it will
take you back to the MyIntelliAccount
application where you may begin
adding users.
Because this is a new subscription, you
have no current users. To begin adding
users, click the “Invitations” button in
the upper right navigation bar.

Currently you have no unaccepted
invitations pending. To invite a new
user, click the “Invite” button in the
upper right navigation bar.
Adding users is accomplished in
MyIntelliAccount by email. You enter
the email address of the target user and
the application automatically sends an
invitation email with an embedded link
for the customer to click that once
he/she registers or logins in, will allow
access to your MyIntelliAccount
account. Enter the email of the user
you wish to invite and click the “Invite”
button in the upper right navigation
bar.

The application will ask you to confirm
the new invitation.
If you invitation is successfully
completed, you will receive the
following screen acknowledging the
successful operation.

Now if you go back a screen, you may
see the unaccepted invitation.
After the user accepts the invitation,
he/she will be displayed in “Current
Users”. Initially, the user has no
permissions set. To set permissions for
the user, click the row containing the
user information

Once you click the row with the user’s
information, the following screen will
be displayed. From here you can
accomplish two tasks: 1) set
permissions for the user to use your
business(es), and 2) cancel the user
account and remove the ability for the
user to access your account. Since you
want to add permissions to the account,
click the “Permissions” row.
Permissions are set per business and
may be diﬀerent from one business to
another. Here you select the target
business that you want to set the
secondary or guest user permissions.

Once you click the business that you
want to give the user permission to
access, the screen with the available
permissions is displayed. The default is
“None”. To change a permission, select
a row and select the permission you
wish to give the user. Once you have
finished picking permissions for the
user, click the save button and the
permissions will be set in the
MyIntelliSource server cloud.
Guest users must first login to their own
accounts and then once successfully
logged in, they can select to use your
business which you will see in the
following screen.

After logging in and the home page is
displayed, the user may select to access
your business information by selecting
your business in the picker box
underneath the logo. This will allow the
user to access your MyIntelliAccount
business(es) for which you have
granted permissions.

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

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