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. There will be limitaions, as well. In future releases of JiXler GO, Entities will not be able to plant new JiXes in locations other than the one specified as the physical location of the business or organazation, without paying a nominal promotional fee depending on the size of the JiX. JiXes located at other locations can be used to promote the entity. For example, a booster club can promote T-shirt sales at a football game, using a JiX to instantly give a customers information about the organization and a catelog of what they are selling.




How to create an Entity Account


To create an Entity Account:

  1. You must be an authorized agent of the business or organization
  2. You must be logged into your JiXlern GO personal account
Follow these steps to create the Entity Account:
  1. Select the Me Tab on the bottom tab-bar in JiXler GO
  2. Select the "Account" button
  3. Select "Create Entity Account" below the Save button
  4. Fill in the entity's information, including a square profile logo
  5. When completed, press Save
JiXler GO will now be logged into the new Entity account, with you as it's only Administrator.




How to switch from your Personal profile to an Entity profile:


  1. Select the Me Tab on the bottom tab-bar in JiXler GO
  2. Select the "Profile" button
  3. Select "Switch to another user profile" button at the bottom of the screen
​You will be taken to the Active Profile screen that will display which profile is currently active, plus it will list what entity accounts are linked to your personal user account, which are available for you to switch to. Choose which profile/account you want JiXler GO to function as. When switching to an Entity Profile, your personal account will automaticallyauthorize access and log you into the entity account. The profile picture in the Me Tab always switches to display the logo or profile picture of the active account.




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.

  1. Switch to the Entity profile to make it active for editing.
  2. Select the Me Tab on the bottom tab-bar in JiXler GO
  3. Select the " Account" button
  4. Select " Assign Entity Account Managers"
The initial " Entity Roles" screen will list all users assigned roles with the current Entity.
  1. Press the " Manage Roles" tab near the top
  2. To add a user as an " Editor", press the Admin button to select Editor
  3. Search or find and then select the user to assign a role to
  4. Press " Add selected user as an:"
  5. The user will be added as the role chosen in step 2




How to swittch from an Entity profile to your Personal profile:


  1. Select the Me Tab on the bottom tab-bar in JiXler GO
  2. Select the "Profile" button
  3. Select "Switch to another user profile" button at the bottom of the screen
​You will be taken to the Active Profile screen. It displays which profile is currently active, and since you are logged in as an Entity, it will only list your personal user account, as available for you to switch to. Choose the Make Active button, if you want JiXler GO to switch to your personal account. When switching from an Entity to your Personal profile, you will be directed to the login process to your personal profile again. The profile picture in the Me Tab always switches to display the logo or profile picture of the active account.









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