- Option 1: Remove the existing user and create a new username. Doing this will remove all historical information such as previous searches and alerts that have been set up by the existing user.
- Option 2: Edit the existing user details. Doing this will retain the existing username, while the name, email address and password details can be updated to the new user’s details. The new user will be able to access searches or projects which were saved by the previous user, using the existing username.
- Option 3: Place the existing user account on hold. This is a suitable solution in a situation where an employee has left your company but you have yet to find a replacement. Simply contact us when you would like to reactivate the user account for the new employee. At this stage, you may advise us whether you wish to proceed with option 1 or option 2 as stated above.
- the account holder
- a user from the same account, with the account holder CC’ed on the email
Cotality will set up your account and users based on your Cordell Connect subscription. Simply provide us with the users’ names and email addresses upon finalising your subscription contract. Username and password details will be sent to the user’s email address.
If you wish to edit or remove users from your account, you may choose to request Cotality to perform one of the following actions:
All requests must be submitted in writing to customercare@cotality.com. For the request to be valid, it has to be sent from:
Please contact Customer Care or your account manager if you wish to add more users to your account, beyond the number of users covered in your original subscription.