Managing Accounts Overview

Your account is initially set up (by Pearson) as the main account. You can create sub-accounts as a way of managing sites, departments, or examiners. The system is flexible enough to allow you to control how your account hierarchy is structured. Showing your account structure in this tree format provides you with a visual representation of your account, sub-accounts, and users.

Account hierarchies allow the main account to grant certain access to sub-account users. This hierarchical structure aids in generating reports at different levels for those products that have group reports available. New sub-accounts will inherit (auto-populate) the attributes (address, regional settings, portfolios and qualification levels) of the main account and may be modified for the sub-accounts.

Example:

Example: Hierarchy of a state education department..

> State (main parent account setup by Pearson)

> District (sub-account setup by the Account Owner)

> Schools (sub-account setup by the Account Owner or Sub-Account Owner)

Accessing the Manage Accounts

To access the Manage Accounts page, click the Manage Accounts link in the header navigation menu.

Managing Your Account Hierarchy

On the Manage Accounts page, select an account from the tree view to manage the account information. Click the (+) to expand the view, click the (-) to collapse the view. You can also add a new account, delete an account or move users (as applicable).

User Interface Controls - Manage Accounts

Display Component	Description
New Account button	Opens the New Account page where you can create a new sub-account.
Delete Account button	Deletes the selected sub-account record(s).
Move Users button	Moves the selected users to a new sub-account within the account hierarchy.

Structured Account Access

Account hierarchies allow you the flexibility to grant users access to only what they need. It also aids in generating reports at different levels; for those products that have group reports available. New sub-accounts will inherit (auto-populate) the attributes (address, regional setting, portfolios, and qualification levels) of the parent account and may be changed for the sub-account.

Account Ownership - Changes and/or Updates

Your Q-global parent account (main account) is created by Pearson through a process of qualifications. If the account needs to be updated due a change in ownership and/or other circumstances, (for example, an order placed by another qualified individual within the organization) you must contact one of our customer advocates (technical support) for assistance. They will determine the course of action for your account, so that any account duplications and/or errors are corrected immediately.

A change in account ownership may require a letter from the organization.

Technical Support: 1-800-249-0659

Additional Information

The globe icon represents the different account and sub-account pages.
The person icon represents the users associated to each of the accounts or sub-accounts.
You must have the correct roles and privileges to create, update, move, or delete accounts or sub-accounts; including their associated users.
Moving a sub-account may impact the qualification level for the associated users. Use caution when using this functionality.
Moving a user from one account or sub-account may impact the user's ability to see examinee records.
This same account/sub-account tree; or a portion of it, will be used to allow you to navigate to other sub-accounts to which you have access.
Sub-accounts no longer need to identify an account owner.