This guide outlines the steps for new and existing customers to get user access to our platform or API.
This process is for:
New customers who have recently signed a contract.
Existing customers who are onboarding to a new product.
Existing customers who would like to onboard a new business unit to their existing services.
The process begins after your contract or service agreement has been finalized. In order to maintain the highest levels of security and compliance for your data, we no longer accept access requests via email and request that all users, or a designated stakeholder from each organization, request access directly.
Step 1: Fill out the Platform Access Request form
The primary contact is responsible for completing the request form for all users who require access.
Access the form: Use the following form to request access as specified above.
Provide user details: You will need to enter the required information for each individual user who needs an account.
Define access levels: For each user, please clearly describe their job function or the level of access they need. This information is crucial as it helps our Professional Services (ProServ) team assign the correct roles and permissions for each person. Providing clear and complete information will help prevent delays.
For example:
You are requesting access for a new user, is this to all contracted services or business units - or should they only have specific access?
If you are currently using our VXM suite but are onboarding to VXP, should all users be granted access?
Step 2: Submit the form
After you have entered the information for all of your users, submit the completed form.
What happens next?
Ticket creation: Your form submission automatically creates a service ticket for our ProServ team.
Review: The team will review your request for completeness. If any information is unclear or missing, a team member will reach out to your primary contact for clarification.
Account creation: Our team will create the necessary user groups, roles, and individual accounts based on your request.
Confirmation and login:
The person who created the ticket will receive an email confirming that the user accounts have been created.
Each new user will receive a separate, automated "Welcome & Login" email directly. This email will contain their username along with a temporary password or a link to set up their password.