Adding & Managing Credits: Multiple User Accounts

Adding & Managing Credits: Multiple User Accounts

CaseMail enables accounts with multiple users the ability to manage and track transactions for all users, departments, branches and offices. Depending how you’ve setup your user’s permissions, you can either let users add credit to their accounts or set permissions so only the
Head Admin or Sub-Admins can make deposits then assign credits to each user’s account.

Admin Credit Deposits and Management:
If you’ve setup your Governance Plan to only allow Admins to make deposits, you will need to follow these (3) steps

1. Add credits to your Admin account

      2. Transfer credits to the Company Account

       3. Assign Credits to Users 


STEP 1:  ADDING CREDIT TO YOUR ADMIN ACCOUNT

Go to Company Dashboard:

 

Click on Available Credits to go to the Credit Management Screen

 


Once on the Credit Management Screen
Click on the “Add” button




1. Enter Credit Amount
2. Click on Add Credit



Enter Payment Method

 


STEP 2: TRANSFER CREDITS TO COMPANY ACCOUNT
By transferring credits from your Admin account to the company account you will then be able to assign credits to your users

Click on the Personal/Admin Credits Link to go the Payments Dashboard



Admin Payment Dashboard



Click on Your Account


 

Click on “Transfer to Company Account”


 

1. Enter Amount to Transfer

2. Click Transfer



 


STEP 3: ASSIGNING CREDITS TO USERS ACCOUNTS


Click on Company Dashboard

 


Click on Available Credits


To begin Transfer Click on the Assign Button

To begin Transfer Click on the Assign Button
To begin Transfer Click on the Assign Button


 

Note: You will have (2) Credit Assign Options:

Click on the Distribute As Drop Down Menu
1. Transfer an Exact Credit amount to Each User
Example: $100 will be added to testuser@casemail.co account only
2. Transfer Credits Equally Among All Users
Example: If you have 10 users a $100 deposit will be distributed as $10 to each user’s account



Go Back To The Admin Payment Dashboard To Verify And Monitor Users Credits And Usage





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