Configuring and managing MyGlue accounts

These instructions walk you through the steps for configuring and managing your MyGlue accounts. 

If you're just getting started with MyGlue, complete the steps in this article and in Creating your MyGlue groups and users and you will have successfully:

  1. configured the custom support button
  2. configured your first MyGlue account
  3. provisioned your first MyGlue group
  4. sent your first MyGlue invitations 
We recommend that an Administrator be responsible for deploying new MyGlue accounts, though a Manager with "Allow All Organizations" access also has the ability to manage MyGlue.


Configuring the MyGlue support button

When you configure a MyGlue account for the first time, you're asked to enter your contact information for the orange-support-button.png (orange support button) found in the bottom right corner of MyGlue. This button directs users requiring support with MyGlue to your internal support team. 

The information you enter here is displayed across all MyGlue accounts. At minimum, you must enter an email address to display in the support pop-up. You can also provide a phone number and written instructions. You can update these details anytime by going to the Support tab from Account > MyGlue.

myglue-support-information.png

After that's done, MyGlue users who click the in-app Support button will see your contact information in a pop-up that looks something like this:

support-pop-up.png

Also, when a customer is sent an email from MyGlue, the email address you enter will be set as the "Reply-to" email address.

myglue-confirmation-email.png

Configuring a new MyGlue account

This section shows how to create a MyGlue account.

Keep in mind that each organization in your IT Glue account can belong to only one MyGlue account. This way each MyGlue account is a completely separate entity, and whatever is being done in one MyGlue account is not visible and available in other MyGlue accounts and vice versa. 

To configure a new MyGlue account, follow these steps:

  1. Open IT Glue and click Account from the top navigation bar.
  2. Click MyGlue from the sidebar.

    account-sidebar-myglue.png

  3. Click the + New button in the top-right corner.

    new-button.png

  4. On the next screen, give the new account a name. Examples: Happy Frog, Able Experts.

    myglue-account-name.png

  5. Choose the organizations that will be associated with this account. For example, you might choose one organization, or one organization and multiple sub-organizations. The number of parent organizations that can be added to a MyGlue account is 5.

    myglue-account-org-access.png

  6. Click Save.

After that's done, you're ready to proceed to the next step and create a group and invite users for the account you just created. 

Managing MyGlue accounts

Configured MyGlue accounts display within a table on the Account > MyGlue screen. This table provides a summary of the name of the account, the associated organizations, number of users, etc. You can use the Actions button in the far right column to edit, deactivate, or delete an account. 

All accounts are in an active state by default. However, you might sometimes deactivate an account so the users of that account can no longer sign in to MyGlue, but any data they created is not removed. If you deactivate an account, you can reactivate it anytime.

myglue-accounts-tab.png

Checking your usage and seat counts

You can view your MyGlue account usage by going to the Usage tab from Account > MyGlue. You can drill down from the general usage stats to more detailed usage stats. Click the View button on the far right to display usage per MyGlue account for that specific month. This view was designed to help you generate customer invoices (if desired).

myglue-usage-tab.png

At the top of the screen, you can see your current seat count and the number of seats remaining. 

If you run out of seats, and you'd like more users to have access to MyGlue, you can purchase additional seats anytime. Click the + Seats button and use the slider to decide the number of seats you'd like to purchase. For complete instructions, see Purchasing MyGlue seat packs.

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