Managing Your Account

Documentation Index

Fetch the complete documentation index at: https://docs.loqate.com/llms.txt

Use this file to discover all available pages before exploring further.

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Terminology

When a new Loqate Account is created (or an existing one is migrated), a corresponding Organisation is automatically created. The person who creates or migrates the account becomes the first user in that Organisation and is automatically given the Admin role. An Organisation groups users together and is simply a shared space that allows a team of people to access the same Loqate Account. All users in an Organisation can sign into the Account using their own email address. In addition to users, an account also has contacts which we use to send important account and business communication.

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Managing Account Details

Keeping your account details accurate and up to date helps ensure you can access your services smoothly and securely. Up‑to‑date information also helps you receive important notifications and makes it easier to recover your account in the event of access issues. You can manage your account details from within the “Your Account” area of the account section allowing you to:

• Add, edit or remove Contacts and update email preferences : If we need to notify you about important changes, we will email the primary contact on the account. Balance, Security and Billing emails will be sent to all contacts who have these preferences enabled.
• Update company details : Let us know the registered address of your company including VAT number if applicable.
• Add or update GDPR settings : Let us know who is responsible for privacy in your organisation.

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Managing your Organisation

Controlling access to your online Loqate Account is achieved through our Multi-User functionality.

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Organisation Roles

There are two types of roles in the Organisation, an Admin and a Member. Admins can invite or remove users. Members can access the platform but cannot manage users. All other functionality is the same.

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Accessing the Organisation Manager

Once logged into the account, users can be managed by using the drop-down at the top right of the account section and selecting the Your Team option. Should you be asked to re-log in, just enter your email, no password is required.

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Managing Users

From the Organisation Menu a user with the Admin role can

• Invite new users (Members screen): Invited users will receive an invitation to join the Organisation, once that invite has been accepted, they will be able to log in with their own email address.
• Change users’ roles (Members screen): By default, when invited, users are given the Member role unless otherwise set.
• Remove existing users (Members screen): Removing users will prevent them from accessing the account, however if they are still listed as a Contact on the account then they may still receive account communication, such as billing information or security notices. Contacts can be deleted from the main account area.
• Manage the Organisation (Organisation screen): From here you can choose to leave the organisation yourself or rename the organisation in our authentication system.

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Multiple Organisations

Thanks to the multiple users in one organisation functionality, you can have multiple organisations under one account. This is useful if you have different teams that need access to the same account but want to manage their own users separately. That means, if you are part of several organisations, when you log in with your email address, we will show a screen where you can choose the organisation you want to use on those accounts. Because you can have different roles in different organisations (for example, Member, Admin, or Contact), the organisation switch screen will list each organisation so you can select the one you want to work with.

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All Organisations

This screen shows all the organisations that you belong to being a contact, regardless of if they have been migrated before. The view “All” is the default view but you should also see “Migrated” and “Non migrated” that show the different organisations and their migration status. The top banner has a link to our documentation and support team if you require more information. The “Sign Out” button will only be visable if you are a contact of an organisation that has yet to be migrated.

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Icons and tags on the organisations

You have three different icons and tags that indicate the status of each organisation:

• Green Icon: This should show an inward arrow that says this account has been migrated and is ready for use because you have been added as a user.
• Blue Icon: This should show a user symbol that indicates you are “Awaiting Access”. This is because you are listed as a contact for this migrated organisation but have not yet been added as a user
• Yellow Icon: This should show two arrows pointing outwards and indicates you are “Not migrated”. This means this organisation has not yet been migrated.

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Migrated organisation and user added

If the organisation or organisations have been migrated and you have been added as a user, you should see the following: In the example above, you can see one organisation has been properly migrated where the user is an active member and another organisation that has been migrated with you as a contact but you have yet to be added as a user. You will not be able to access the 2nd account until you have been added as a user.

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Migrated Organisation where you are a contact but not a user

This can happen when organisations have been migrated, you are the primary contact but have not been added as a user of that organisation. Because of this, you won’t be able to log in to that organisation, but you will be able to see it on the switch organisation screen. If you try to access that organisation, you will see a message asking you to contact your administrator to add you. In this case, you will see an image like the one above.

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Non-migrated organisations

Organisations that haven’t been migrated yet will show. In this case, you will see the above login form with a message asking you to sign out in order to be able to migrate that organisation.

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Frequently Asked Questions

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Payment Questions