Create and Invite a User Account

Create and invite a user account

Accept and complete a user invitation

Remove a newly created / invited user from your account

You can remove a user account that is in the Invited status or Enabled status.

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account.

2. Click Users.

3. Locate the newly created user.

4. Hover over the user, and then click the vertical ellipses.

5. Select Remove User from Account.

6. Click OK.

Enable or disable a user account

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account.

2. Click Users.

3. Locate and hover over the desired user.

4. Click the vertical ellipses.

5. Click Enable or Disable.

6. Click OK.

Create and Invite a New Sub-Account (Add New Customer)

For Armor Partners looking to create new Customer Accounts, follow these instructions to create a Sub-Account in the Armor Management Portal.

1. Login to the Armor Management Portal (AMP)

   For Internal Management Console (IMC) users, log into IMC and select the appropriate Partner account using the account context selector.

   
   

2. Navigate to the Sub-Accounts section in the Customer Account section

   1. Account > Sub-Accounts

3. Click the icon to start

4. Fill out the "New Account" form

   1. Any section with "*" is a required field and will need to be populated before you are able to create the account.
      
      
      

   2. Review the table below for field descriptions:
      The Relationship Entity and Product Line fields will be auto-populated.

      Field Name	Description
      Company Name	Company Name Company name of new customer's account
      Address Line 1 and 2	Street number and Suite (if applicable) of new customer's account
      City, Country, State, Postal Code	Geographic/Postal information of new customer's account
      Company Phone / Website	Telephone number and web address for the new customer's account
      First Name / Last Name	First and Last name for the Primary Point of Contact (POC) of the new customer's account
      Email / Title	Email address and title of the Primary POC of the new customer's account
      Auto-Accept User Invite Toggle	When using this feature, the user will be automatically enabled, bypassing the email invitation process.
      Currency	Use the drop-down to select between USD and GBP for account billing for the new customer's account
      Channel	Use the drop-down to select the company/industry type of the new customer's account
      Location	Location of new Sub-Account data center of the new customer's account

      
      

5. Click Create Account.

6. When you submit the account the following actions will happen:

   1. Armor account will be created

   2. Billing account will be created

   3. Salesforce will be updated with the Armor account id.

      1. This will be displayed in Salesforce in the general section in the Account Number field.

      2. Account status will be updated to "Active"

   4. An email will be sent that will welcome them to Armor and direct them to the account signup page.

      1. They are required to complete this before they can have access to Armor services.

7. The account setup as a partner customer and linked to the partner account

8. The account will be assigned to the product catalog(s) the partner is assigned to