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Intronis Partner Toolkit

Associating an Existing Account with an ECHOshare Team

Overview

To associate an existing account with an ECHOshare team, perform the following steps

  1. At the Management Dashboard, click the account you want to associate with an ECHOshare team.

The Account page is displayed.

 

  1. Click the Edit button.

The New Accounts page is displayed.

 

  1. Select the ECHOshare team down arrow.

 

 

The unassigned teams are displayed.

 

  1. Do one of the following:
  • Select an ECHOshare team, complete the remaining fields, and then click Save.

OR

  • Select Create new ECHOshare team and continue with the following steps.

The Create ECHOshare Team page is displayed.

  1. Complete the fields or select the Team Plan down arrow to choose an existing plan.

 

 

The fields are populated.

 

  1. Click Save.

The new account is displayed.

 

 

 

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