Overview of Account Management

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Account Management

The Account Management module in the HP Workforce Experience Platform (WXP) provides you (IT administrators) with a central place to access the company profile and manage users. It is designed to simplify operational and administrative tasks.

Target Audience

  • Primary audience:
    • IT administrators and support personnel who set up and manage the platform (all roles).
  • Secondary audience:
    • HP Partners who use the platform to manage their customers.
    • Internal and external developers who integrate with the platform.
    • Decision-makers, such as Product Managers, Sales teams, and C-suite executives.

Key Features

Some of the core capabilities include:

  • Managing company profile: View and update company details, such as Customer ID, Company Name, Company Size, Address, and Preferred Time Zone. Correct information ensures accurate representation of the company on the platform.
  • Managing details of the primary IT administrator: View and update the contact details of the primary administrator, including name, email, and phone number.
  • User management: Invite IT team members, view and update their details or delete redundant members if required.

Use Cases

Some of the popular use cases include:

  1. Managing company details
    Scenario: Your company recently established a new main office and increased its team size. You want to update the company profile to reflect these changes.
    Solution: Using the Account Management > Overview tab, your IT administrator can update the Company Size and Company Address fields to reflect the changes.
  2. Managing details of the primary administrator
    Scenario: Your company has appointed a new IT administrator, and you want to update their details for timely communication.
    Solution: Using the Account Management > Overview tab, update the new IT administrator's name, email address, and phone number.

Related Resources

For addition information, refer to the following articles:

Contact Us

For help, create a support case or email [email protected].