Skip to main content
Intronis Partner Toolkit

Managing / Accessing ECHOshare

Overview

This section provides the following information.

  • Accessing ECHOshare
  • Assigning a New Account with an ECHOshare Team
  • Mapping an Existing Account with an ECHOshare Team

Accessing ECHOshare

Access ECHOshare by clicking the Manage ECHOshare button located on the upper right of any portal page as shown in Figure 10.

You use a single sign-on to access the ECHOshare Management Portal.

 

Figure 10. Manage ECHOshare Button.

 

 

After accessing ECHOshare, the Teams page is displayed. Use this page to create a new team or make other modifications, as shown in Figure 11.

 

Figure 11. ECHOshare Teams Page.

Assigning a New Account to an ECHOshare Team

To assign a new account to an ECHOshare team, perform the following steps

  1. At the Management Dashboard, click the Add Account button.

The New Accounts page is displayed.

 

  1. Complete the fields.

Note: Asterisks indicate that the field is mandatory.

  1. Select the ECHOshare team down arrow.

 

 

The team options are displayed.

 

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

    The Manage Account page displays the associated ECHOshare team.
     

OR

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

 

 

The Create ECHOshare Team page is displayed.

 

  1. Complete the Account/Team Name field, and then select the Team Plan down arrow to choose an Enterprise or Pro plan.

The fields are automatically populated with the minimum default values.

 

  1. Make your edits, and then click Save.

 

 

The new account is displayed.

 

Mapping an Existing Account to an ECHOshare Team

To map an existing account to an ECHOshare team, perform the following steps

  1. At the Management Dashboard, click the account to which you want to map an ECHOshare team.

The Account page is displayed.

 

  1. Click the Edit button.

 

 

The Edit Account page is displayed.

 

  1. Select the ECHOshare team down arrow.

The ECHOshare teams are displayed.

 

  1. Select an ECHOshare team, verify the remaining fields, and then click Save.

 

 

The Manage Account page displays the newly mapped ECHOshare team.

 

 

  • Was this article helpful?