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How to manage multiple accounts on Methodologee

Are you loving Methodologee and want to create and manage procedures for more than one account?

  1. Go to https://secure.methodologee.com/users/sign_up.
  2. Create a new account adding your name, company name, email and password. Please note: you can use the same name and password as your original Methodologee account but the email has to vary from the one we have on file.
  3. Go to the People Tab on the top right of the page.
  4. Click on the "INVITE NEW PERSON" button on the top right of the page.
  5. Enter your full name and your email (enter the email address that you used on your original Methodologee account).
  6. Under "Role" select "Administrator".
  7. Click on the "Send an Invitation" button on the bottom of the page.
  8. Log out.
  9. Go to sign-in page: https://secure.methodologee.com/users/sign_in.
  10. Log in using your primary email address from your primary Methodologee account.
  11. In order to navigate from one account to another, simply follow these steps while on the main Dashboard:
    1. Go to the top left corner of the page and click on the drop down menu>click on the account name you'd like to access (right above the logo).
    2. Go to the right navigation and click on the account name that appears under the "Your Accounts List" section.
  12. You can now navigate back and forth from both accounts while being logged into your primary account.
  13. All set!

 

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