The Accounts page offers Parent Clients (such as Managed Service Providers) a comprehensive overview of all their child clients. This page includes detailed information about each client, options to export login credentials, and the capability to add new child clients.
Account Details
At the heart of the Accounts page is a table that displays a list of client accounts, featuring essential details for each account, including:
- Account ID
- Name
- Account Status
- Data Collection Status
- Plan Type
- Active Licenses
- Total Licenses
- Subscription Start Date
- Subscription End Date
Users can easily sort this data by any column. A search bar is available for quickly locating a specific client. Additionally, all data can be exported to an Excel sheet by clicking the action icon (three vertical dots) located in the upper right corner of the Accounts table, next to the blue [+Account] button. The exported Excel sheet will mirror the data displayed in the WISdom interface.
When submitting support incidents for either the Parent account or associated Client accounts, please ensure to include the Account ID. This ID allows the WISdom Support Team to efficiently investigate any account-related issues. Keep in mind that an Account Name alone may not offer sufficient detail to identify the correct account, as a Child Account Name may not be unique among all WISdom clients.
Creating New Client Accounts
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Initiate Account Creation:
- Click the [+ Accounts] button to open the account creation wizard.
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Enter Account Details:
- Account Name: Must be unique within the Parent account and is immutable once set.
- Display Name: Optional; defaults to the Account Name if left blank. This can be updated later by an Administrator in the Admin Console - Accounts page.
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Parent Organization:
- This field auto-fills with your Parent account's name.
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Set Default Notification Method:
- Choose between an email address or a ticketing system.
- Email Address: Enter a valid email in the Alerts Sent to Email Address field.
- Ticketing System: Select from the options in the Ticketing System drop-down menu, which displays all configured systems for the Parent account. Available integrations include Zendesk, ServiceNow, and PagerDuty.
A ticketing system integration must be completed at the Parent account level to be available when creating a new account. Details on setting up the ticket integration can be found in the Admin Console - Integration page of the User Guide.
If no ticketing systems are integrated, the drop-down will only show SELECT, not allowing the account creation unless an email address is provided.
These notifications are specifically related to Collection errors and do not have configurable settings and thresholds. Alerts defined in the Admin Console - Monitoring - Profiles page are not sent to this notification channel unless it is defined as a notification channel in the defined in the Admin Console - Monitoring - Profiles page. page and assigned in a Profile. Detailed information on setting up this additional alerting can be found in the Admin Console - Monitoring section of the User Guide. Check the Notification page for creating notification methods and the Profile page for defining the alerts, thresholds, and the notification channels alerts will be sent.
Exporting Logins
Clicking the blue [Export Logins] button allows you to save an Excel sheet containing WISdom login information. The export includes the following details:
- Client ID
- Account Name
- Email Address
- First and Last Name
- Last Login
- Okta Status
- The Okta Status will still display a status for accounts set up with SSO.
- Assigned Account Profile
This information helps you quickly identify WISdom accounts for your clients that have not yet been activated (indicated by a blank last login column) or to see the most recent login attempts by users.