Product(s): Account Management portal, Foundry platform

Article Link: https://help.truecommerce.com/en/articles/5007037-amp-how-do-i-get-access-to-the-account-management-portal

The TrueCommerce Account Management portal (AMP) is a core application in the TrueCommerce My Service experience. This portal provides you with the ability to submit and manage support tickets, review insights and reports, access active and closed projects, and instructions on how to contact your TrueCommerce Sales account manager.

In order to have access to the AMP you must be granted permission by the Administrator in your organization. They should follow the instructions, provided immediately below, to activate your account.

The Foundry platform operates with conditions of Authorized Applications and User Roles to grant access to the applications and services licensed to your company.

Specifically for the AMP, all TrueCommerce customers will receive access to this portal at no charge; however the Admin of that organization will need to assign access to the portal per user. To grant access, complete these steps:

The easiest way to assign portal access is to make use of the Guided Tutorials we provide within the Foundry platform. Simply activate the tutorial, Add a Role to a User, and continue with the steps until you arrive at the Choose Roles to Assign section. You will select the Account Management role from there.

Once you are logged in, click your profile in top-right of the Foundry screen to expand the menu, then select Security | Users and Roles from the drop-down options.

Under the "Users and Roles" space, click the Users box. Once in the "Users list", locate the user you wish to edit, click to select it, then press Edit in the menu bar.

Note that the below screenshot is using the Grid View. Your view may be Card View. Either view is fine to use to select the user, it is purely your personal preference.

On the "Edit User" page, select the Roles tab.

Ensure that the user does not already have the role included within their Assigned role. Once verified, navigate to the Unassigned Roles tab, click the Account Management role, then click Assign in the action bar.

Submit the changes in the action bar.

Once the Account Management role is assigned, the user should logout and log back in to the Foundry platform for the granted access to Account Management to be activated.

rev. 2/16/24