BloxOne offers several options for administrators who oversee multiple organizations or sandboxes to access and manage subsidiary organizational accounts. You have the ability to view and select an account through the account selection menu, as well as filter and search for specific accounts by entering keywords.
Accessing BloxOne Accounts
To access a BloxOne account, do the following:
Log in to the Cloud Services Portal.
In the lower section of the left panel, click the name of the default account that you are currently managing. The system designates the initial login account as the default account. If you wish to change the default, refer to the subsequent section.
The Manage Accounts dialog appears only if you are assigned to more than one account; otherwise, it will not.
In the Manage Accounts dialog, choose the account you want to access from the Favorite or Other section. If you cannot locate the account promptly, use the Find Account field to search for a specific account by entering a keyword.
To manage your BloxOne accounts, click the gear icon in the Manage Accounts dialog. You can set a different default account or designate your favorite accounts for easy access in the future. For more information, see the following topics.
Setting the Default BloxOne Account
You can set up the default BloxOne account at any time after your initial login. By changing the default account, the Cloud Services Portal will automatically connect to this account every time you log in thereafter.
To set a default account, do the following:
Log in to the Cloud Services Portal.
In the lower section of the left panel, click the name of the default account that you are currently managing.
In the Manage Accounts dialog, click the gear icon to view the list of available accounts.
Choose the account you want to configure as the default account and click the Default radio button next to the account. Note that you can configure only one account as default.
Click Save & Close. The Cloud Services Portal automatically connects to this account (as the default account) every time you log in thereafter. The selected account name is displayed at the lower section of the left panel.
Specifying Favorite BloxOne Accounts
You have the flexibility to designate specific accounts as favorites, making it easier to locate them in the future. Once designated as favorites, these accounts are displayed at the top of the account selection menu within the Favorite section, ensuring quick and easy access. All remaining accounts are grouped under the Other section. Note that section titles and accounts within each section are sorted alphabetically.
To specify favorite accounts, do the following:
Log in to the Cloud Services Portal.
In the lower section of the left panel, click the name of the default account that you are currently managing.
In the Manage Accounts dialog, click the gear icon to view the list of available accounts in alphabetical order.
Click the Favorite check box next to the accounts you want to set as favorite. Note that you can designate more than one favorite account.
Click Save & Close. The selected accounts will be alphabetically listed under the Favorite section.