
Entity Accounts
Entity Accounts
What are Entity Accounts & how are they used?
Entity Accounts are used to represent businesses and organizations, and have additional functions such as coupon redemption and a 7-day rotating optional image that may be used to quickly inform customers of daily specials. Many additional services are planned.
How to create an Entity Account
To create an Entity Account:
-
You must be an authorized agent of the business or organization -
You must be logged into your JiXlern GO personal account
-
Select the Me Tab on the bottom tab-bar in JiXler GO -
Select the "Account" button -
Select "Create Entity Account" below the Save button -
Fill in the entity's information, including a square profile logo -
When completed, press Save
How to switch from your Personal profile to an Entity profile:
-
Select the Me Tab on the bottom tab-bar in JiXler GO -
Select the "Profile" button -
Select "Switch to another user profile" button at the bottom of the screen

How to assign additional people to manage & plant entity JiXes?
Often referred to as "Roles", the original creator of an Entity profile can assign additional people to login and manage that entity's interactions and JiXes. Users are either granted full permissions as an Administrator, or they are granted limited permissions as an Editor. Admins can add and remove other users from the Entity's roles. Editors cannot.
-
Switch to the Entity profile to make it active for editing. -
Select the Me Tab on the bottom tab-bar in JiXler GO -
Select the " Account" button -
Select " Assign Entity Account Managers"
-
Press the " Manage Roles" tab near the top -
To add a user as an " Editor", press the Admin button to select Editor -
Search or find and then select the user to assign a role to -
Press " Add selected user as an:" -
The user will be added as the role chosen in step 2
How to swittch from an Entity profile to your Personal profile:
-
Select the Me Tab on the bottom tab-bar in JiXler GO -
Select the "Profile" button -
Select "Switch to another user profile" button at the bottom of the screen
