Manage My Account

The Manage My Account page allows users to update their personal information, manage subscription and payment details, and, if applicable, oversee member organizations.

The activities available on this page vary based on user role:

• All Users: Update name, username/email, and password.

• Account Owners: Manage user access to the platform and subscription details through the Stripe Billing portal.

• Aggregators: Add and remove member organizations.

Profile and Security

Update Name

To update your name and password:

1. Navigate to the My Account page.

2. Locate the Profile section.

3. Update the first and last name in the provided fields.

4. Click Update to save. Changes are automatically saved.

Update Username/Email and Password

1. Navigate to the My Account page.

2. Locate the Security section.

3. Enter the current password and click Validate.

4. To update user username/email and password:

   • Update the username/password in the provided field.

   • Click Update Username to validate and save

5. To change your password:

   • Enter and confirm your new password.

   • Click Update Password to validate and apply the password update.

Tip: Use a strong password with a mix of uppercase, lowercase, numbers, and symbols for better security.

Subscription and Billing

Account owners manage subscription and payment details:

1. Navigate to the My Account page.

2. Locate the Subscription & Billing section.

3. Click Billing Portal to open the Stripe billing portal.

4. From the Stripe portal, you can:

   • Update payment methods

   • View billing history

   • Modify your subscription plan

   • Cancel your subscription if needed

5. Follow the on-screen instructions in Stripe to make the necessary updates.

Note: Changes made in the Stripe portal are reflected in your account immediately.

Manage Member Organizations

If you are an Aggregator, you can add and remove member organizations:

1. Navigate to the My Account Page.

2. Locate the Member Organizations section.

Add a New Organization

• Click Add Member.

• Choose the entity responsible for payment (the aggregator or member).

• Choose the subscription type.

• Enter the member organization and lead details.

• Choose if auto schedule will be activated. If so, choose 2 - 4 safety focus areas, and the autoschedule start date.

• Click Add Member to set up the new member.

Remove an Existing Organization

• Select the organization you want to remove by clicking the Remove button.

• Click Detach to remove the member organization from the Aggregator relationship (the member account will become a fully functioning stand-alone account. This is only available if the member is responsible for their payment.

• Click Delete to remove the member organization from the platform.

Warning: Deleting an organization is permanent and cannot be undone.

Switching Between Organizations

An Organization Selector appears in the top right-hand side of all modONE pages (just below the page header) for Aggregator organizations. To change organizations, click the Organization Selector and choose a Member organization.

Organization Selector

Organization Selector With Options

Manage Users

User Roles

modONE provides three levels of user access privileges: Admin, Manager, and Team Member.

Admin Access

Users with admin-level access have full access to all the features provided by the modONE platform.

Manager Access

Users with manager-level access are limited to accessing the Dashboard, Attendance Details, and Alerts for only those Locations they are assigned. Manager-level users must be team members with an email address and be assigned the team lead role.

Team Member Access

Team Member access provides secure access to the Team Member portal. Rather than choosing the "I am a Team Member" option when signing in, team members with a user account choose "I have a modONE Account" and enter their email address and password. A team member can set up a user account on the Team Member portal, or one can be set up for them.

Set Account Ownership

Organizations responsible for payment must have one Admin user designated as the account owner. To update account ownership, click the Account Owner check box in the desired user's row.

Filter User List

The User list can be filtered by clicking on the Role and Status dropdown. The default view is all active Admin users.

Add Users

Admin Users

Add Admin User

1. Click the icon on the upper-righthand side of the Maintain Users window.
2. The User Role dropdown defaults to "Admin".

3. Choose a Team Member link (optional). Linking an Admin User to a Team Member record will enable a shortcut to the Team Member portal. First Name, Last Name, and Email address will default to the information in the Team Member record.

4. Type the User First Name in the User First Name input field. Click the tab key to move to the last name field.

5. Type the User Last Name in the User Last Name input field. Click the tab key to move to the email field.

6. Type the User Email Address in the User Email Address input field.

7. Click the "Add" button.

8. The User will be saved, and an invitation will be sent to the email address with instructions for completing the account setup.

Team Member Portal Shortcut

Manager Users

Add Manager User

1. Click the icon on the upper-righthand side of the Maintain Users window.
2. Click the User Role dropdown and choose "Manager".

3. Click the Team Lead dropdown and choose a Team Lead from the alphabetical list of eligible Team Leaders. Eligible Team Leads are those that are in active status, have an email on file and don't already have a user account.

4. The chosen Team Lead's First Name, Last Name, and Email address will automatically populate.

5. Click anywhere inside the Location Access input field to display a list of Locations. Choose a Location to populate it in this field. Continue choosing Locations until all desired locations are populated.

6. Click the "Add User" button.

7. The User will be saved, and an invitation will be sent to the email address with instructions for completing the account setup.

Team Member Users

Add Team Member User

1. Click the icon on the upper-righthand side of the Maintain Users window.
2. Click the User Role dropdown and choose "Team Member".

3. Click the Team Member dropdown and choose from the alphabetical list of eligible Team Members. Eligible Team Members are those in active status, have an email on file, and don't already have a user account.

4. The chosen Team Member's First Name, Last Name, and Email address will automatically populate.

5. Click the "Add User" button.

6. The User will be saved, and an invitation will be sent to the email address with instructions for completing the account setup.

Update User

1. Click the icon beside the User to edit.
2. Update eligible information:

   • If the User's role is Admin, the First Name, Last Name, Email Address, and active status can be updated.

   • If the User's role is Manager, the Location Access and active status can be updated. To remove a Location, click the red "x" beside the Location. To add a Location, click anywhere in the Location Access input field to display a list of Locations. Choose a Location to populate it in this field.

   • If the User's role is Team Member, the active status can be updated.

3. To activate/deactivate a User, click the Active checkbox. A green check signifies an active user.

4. Click the "Update User" button to save the updates and return to the User List.

To change a user's role, first remove the user and then re-add them with the desired role.

Delete User

• Click the icon beside the User to edit.
• Click the "Remove User" button.

Resend Account Invitation

To resend a modONE account invitation, click the icon beside the User. modONE will immediately send an invitation to the User's email address with the account set-up instructions. Note that the link in that email expires after 24 hours.

Download User List

To download a complete list of users, click the icon.