The initial release will allow you to:

• View your transactions (Quote, Orders, Invoice)
• Access equipment or software information
• Track service and application support cases
• Update contact records (For Admin role)

This is our first step toward a fully featured customer experience platform. Further enhancements and functionality will continue to roll out in future phases.

MyHeadland comes with 2 roles:

1. MyHeadland – Operations: The Operations role can access day-to-day transactions including Quotes, Orders, and Invoices. This role can also access Equipment or Software information and the Cases related to them.
2. MyHeadland – Admin: The Admin role has access to everything the Operations role as well as being able to add new users to their companies’ MyHeadland account and manage individual Contact Records.

If you are assigned the “MyHeadland – Admin” role, follow the steps below to add new users:

1. Navigate to the “Manage Users” page.
2. Press the “Create” button.
3. Fill in all mandatory fields.
4. Press the “Submit” button.

Please note:

• The user will receive an email instructing them on how they can set their password
• The user must complete their password reset within 24 hours, otherwise the invite link will expire and you will need to trigger a fresh password reset.

If you are assigned the “MyHeadland – Admin” role, follow the steps below to reset another user’s password:

1. Navigate to the “Manage Users” page.
2. Click on the user who’s password you wish to reset.
3. Press the “More Options” button (…).
4. Press “Initiate Password Reset”.
5. Press the “Confirm” button.

Please note:

• The user must complete their password reset within 10 minutes, otherwise the provided link will expire and you will need to trigger a fresh Password Reset.
• The user’s old password will remain valid until they successfully reset it.

If you are assigned the “MyHeadland – Admin” role, follow the steps below to edit an Existing User record:

1. Navigate to the “Manage Users” page.
2. Click on the user who you wish to update.
3. Make any required changes.
4. Press the “Submit” button.

If you are assigned the “MyHeadland – Admin” role, follow the steps below to de-activate users:

1. Navigate to the “Manage Users” page.
2. Click on the user who you wish to update.
3. Check the “Inactive” checkbox.
4. Press the “Submit” button.

1. Navigate to the “My Profile” page.
2. Press the “Change Password” button.
3. Enter your current password & press “Submit”.
4. Enter your new password & press “Submit”.

Please note:

• Your password will be updated immediately and you will remain logged into the application.

1. When viewing the “Login” page, press the “Forgot Password” link.
2. Enter your email address and then press the “Submit” button.
3. You will receive an email with further instructions for resetting your password.
4. Follow the instructions contained within the password reset email.

Please note: