My Account Overview
David Tisdale
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25 steps
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3 minutes
Visittrackerweb
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This tutorial is an overview of the "My Account" section in the Setup tab.
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In Setup, click "Profile"
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The Profile page contains program information.
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If your account is a Parents As Teachers Affiliate, the Affiliate ID and Data Sharing with the PAT National Center can be seen here.
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Click the "Data Sharing Acknowledged?" field in order to have your account's data included in the national dataset and your account paid for by PAT National Center.
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Review the tax exempt status
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Manage the "Current Year Reporting Start Date" which sets the default for the Start Date parameter in all reports.
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Manage the "Main Admin" login credentials. If the Main Admin is changing, then the current administrator would update this section with the new administrator's details. Then send a password reset to the new administrator.
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The "File Upload" section allows account users to add files to a DropBox account in which they may not have any access to.
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To set this up, review the instructions.
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Next, "Invoices"
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The "Texas Sales Tax Exemption Reason" can also be managed here.
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Add "Additional Billing Contact"
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Access the "Unpaid Invoice"
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Review past "Paid Invoices"
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"User Management"
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Click the "+" button to add a new user.
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Review users and their "Access Level"
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Grant additional permissions
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Click "User Management" to return the list of account users once permissions have been saved.
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Finally, "Data Sharing"
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When receiving a data sharing request from an Administrator or Data Account, you'll manage those requests in this section.
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With any request, you can either "Allow" or "Deny". At any time, you can edit and change the response.
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If you need any additional help with any of these sections, please click on Support to submit a help ticket. Thank you.
