New User Request
 
 
New/Change User Request
Please fill in the information below to submit a New/Change User Request.
All fields with a * are required.

* Requestor's Name
* Company
* Email
* Phone
New User Information
* New User's Full Name
(as they would like it to appear eg., Bob Jones vs. Robert Jones)

* New User's Email
* New User's Role
* New User's Start Date
 (MM/DD/YYYY)
Please allow 3 days from date of approved request for completion.

Number of currently active AccountManager Users
To find this number, open AccountManager go to Settings > User Profiles > By License Type.
How many users are listed here?
 
Access to AccountManager Mobile?
 Yes  No     Requires Subscription **
Access to SalesAnalysis?
 Yes  No     Requires Subscription **
Access to AccountReporter?
 Yes  No     Requires Subscription **
** New Subscription charges may apply

If the above user is replacing an existing user please specify the existing user here and specify what
you would like us to do with their existing email (if applicable).
 
Name user above is replacing
Forward mail to this address
Comments

New User Registration Required  (Service Charge: ESI Cloud $50, Self Hosted $100)
 
Client Software Installation Service
 Yes  No
Optional ($100 AccountManager, $150 AccountManager and Office 365)
 
New User Training
 Yes  No
Optional ($99 per user per class charge applies)
Check if you would like this new user to be invited to the next New User Training session
 
Send Quote?
 Yes  No
(Adds 1 day to process)