Account Set Up Wizard

Account Set Up Wizard - User Guide

1) Figure 1: Start by logging in to your Online Agency account: Go to http://login.onlineagency.com
Enter the email address and the password you chose during registration and click "login"



Figure 1

2) Figure 2: Now that you're logged into your account, you'll be on your "Dashboard", which is your main Online Agency account page.

Click on the "Account Wizard" link to go to your Editable version (Edit Mode) of your Account Welcome Section where you can manage your Account Set Up information.



Figure 2

3) Figure-3: It will take you to  “ACCOUNT MANAGEMENT - Welcome page”, Where you can find a next button in the bottom right.Click on it.(Then Click on the next button link go to your “Account Overview” page.)



Figure-3

4) Figure-4: It will take you to “Account Overview” page, If you need to change your Company information, You have to use this Company section.



Figure-4

  • Here enter your company name.
  • Here enter your address, if you feel there is not enough space in the first box to enter the address, Use second one.
  • Here enter your city name (Ex : Austin)
  • Here select your state/province from the dropdown list. (when clicked the right side arrow, the state has been listed)
  • Here enter your zip/postal code.

5) Figure-5: This section is below the company section for Account Overview page. Here we can edit the contact information.



Figure-5

  • Here enter your first name.
  • Here enter your last name.
  • Here enter your Phone number. (Use 10 digit and no spaces or dashes)
  • Here enter your Email Address (Ex : email@website.com / name@example.com, It’s your login username)
  • Here also enter the same email address to verify the mail address.
  • Here enter your password. (Password contains minimum one caps letter(A_Z), minimum one number(0-9) and minimum one small letter (a-z), password character length minimum 4,maximum 10)
  • Here re-type the password (what you had entered the previous box) for verification.
  • Here enter your Web Site Address (if you have one).

6) Figure-6: This section is next to Contact Information for Account Overview. Here we can edit the Reservation.



Figure-6

  • Here enter the reservation phone number (If you’d like to display the number other than (555) 123-1234 as your reservation phone number)
  • Here select your business hours for Monday to Sunday. (If you’d like to display your hours of operation)

7) Figure-7: This section is next to Reservation Information for Account Overview. Here we can edit the professional affiliations and Agency Group affiliations.



Figure-7

  • Here you have to select the boxes for Affiliation and agency affiliations (If you’d like to display the group specials and affiliations on your site)

8) Figure – 8: This section is next to professional affiliations Information for Account Overview. Here we can edit the Communications. This section is used to agreement with OLA. After editing all the above, Then Click on the next button link go to your “Account Management User” page.


Figure - 8

9) Figure-9: This screenshot is Account Management for users, Here we can edit the user information like First Name, Last Name, Email, Password, and you can create a new account user, you add additional users to your account so they can login to the Online Agency application to view specials & receive communications from supplier. Online Agency will send each of your new users a welcome email with instructions on how to use the application.



Figure-9

  • User1 : Existing User.
  • User2 to User 5 : create new User.

10) Figure –10: If you need more than 5 users for your account, you can enter how many users you want (1), then click on the add (2) button. The users section will be created for you more than 5 (see Figure –11)


Figure –10

11) Figure – 11: Here we added the two additional user creation section, after that Click on the next button, the additional users are created.


Figure – 11

12) Figure – 12: This is the Account Management Confirmation Window.  Here listed the Company, Contact, and Web Site, Users information. If you want to edit the information you can use the link listed by each on the right side.

 


Figure – 12

  • edit company : If you click on the edit company link the page goes to your Account Management: Overview Company Section (See Figure-4).
  • edit Web Site : If you click on the edit Website link the page goes to your Account Management: Overview Contact Section (See Figure-5).
  • edit Contact : If you click on the edit Contact link the page goes to your Account Management: Overview Contact Section (See Figure-5).
  • edit User : If you click on the edit user link the page goes to your User Information page (See Figure-13).
  • Close Window: After you edit all the information you can click on the close window link , the Account wizard closed successfully.

13) Figure – 13:This is the Edit Section for User information.

Figure –13

  • First select the box, if you want to delete.
  • Click on the delete button, the user was deleted.
  • Then click on the next button the user information was deleted, then the link goes to your Confirmation page. Click on the close window (See Figure –12).
  
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