How to create CardExchange login account

How to create CardExchange login account

The login feature allows you to create user accounts and control which templates and features each user can access.

Note: This feature is available only in CardExchange Premium edition and higher.

Part 1: Enable the Login Feature and Create an Admin Account

Step 1: Enable Login

  1. Open CardExchange.
  2. Go to the Configuration tab.
  3. Check the Enable logins option.


Notes
Automatically, there is a created Admin account. 

Step 2: Set Up the Admin Account

Once you enable the login feature, an Admin account will be created automatically.

  1. Enter the Admin account’s Full Name.
  2. Create a password for the Admin account.
  3. Click Next, then Finish to complete the setup.



Recommendation: Keep the default settings for the first Admin account, as recommended by CardExchange.



Part 2: Create Additional User Accounts

Step 3: Open Account Setup

  1. Go to Account Setup again to manage user accounts.


Step 4: Add a New User

  1. Click Add.
  2. Enter the new user’s credentials as requested.




Step 5: Set User Permissions

  1. Select the templates the user is allowed to access.
  2. Select the features the user is allowed to use.
  3. Click Finish to save the user account and its permissions.

Important: Configure each user’s access according to their assigned responsibilities.



Part 3: Log In to CardExchange

Step 6: Restart and Log In

  1. Restart CardExchange.
  2. When prompted, enter the login credentials for your account.
  3. Log in to access the templates and features assigned to your account.

Summary

  • Enable logins: Turn on the login feature under Configuration.
  • Create the Admin account: Set the Admin’s full name and password.
  • Add users: Use Account Setup and click Add.
  • Assign permissions: Choose the templates and features each user can access.
  • Log in: Restart CardExchange and enter your credentials.