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About Accounts

An account identifies a person (contact or staff) in Proliance; they can have one of the following accounts:

• User Account: Associates a contact or staff member with a person who wants to access Proliance. Creating a user account enables this person to log on to Proliance and use the features permitted by his or her security role.
• Integration Account: Associates a contact or staff member with an external account for communication and data exchange with external applications.

Accounts can only be created from the Organization work area. The Contact or Staff document associated with the account is then added to each workspace or portfolio. This ensures that a user or application is associated with the same account throughout Proliance, and that the logon information remains consistent. From the Workspaces work area, only workspace access and security may be set. From the Portfolios work area, only workspace data access and portfolio access may be set.

For more information, see "About the Account Page", and "About Security".