Account Management

In the Vahana cloud, you can use the Account Management module to manage your account, create and manage workspaces under your account, invite new members to your workspace, and access multiple resources, such as apps, APIs, rules, data models, etc. When you access the Account Management module, it displays two sub-modules. These sub-modules are as follows:

Sub-module	Description
Accounts	When you access the Accounts sub-module, you can perform the following functions: 1. Editing and Viewing Account Details: When you access the Accounts sub-module, it displays your account’s details. In the account’s details, you can only edit the account’s name.When you successfully register with the Vahana cloud, it automatically creates your default account (for example, KumarTSX). In the default account, the Vahana cloud creates a default workspace. After successful registration with the Vahana cloud, when you access the Vahana portal, you access it in your default workspace. 1. Creating a New Workspace: The term workspace, specifies the virtual workspace on the Vahana cloud. In the account, you can treat a workspace as a unique virtual space. In a workspace, you can separately manage users and resource groups (Apps, APIs, Rules, Data Models, etc.) so that users can develop, deploy, and manage applications seamlessly. Apart from default workspace, an account owner can create and manage multiple workspaces. In each workspace, the user can develop and manage applications separately.
Workspace	When you access this sub-module, it displays all workspaces that you created or joined earlier. If you create a workspace, you act as the account owner of that workspace. If you join a workspace, you become a member of that workspace. When you access a workspace, you can view the following: a). Details of the currently accessed workspace b). Transfer Workspace link (If you are the owner of the currently accessed workspace) c). List of members of the currently accessed workspace d). List of applications created in the workspace

In the Account Management module, you can perform different functions as follows:

Accessing Account Management Module

You can access the Account Management module as follows:

1. On the Vahana portal’s home page, see the top panel.

2. In the top panel, see the Account Management icon ().
3. Click the Account Management icon to display a context menu.

4. In the context menu, click Account Management to display the Accounts page.
5. On the Accounts page, you can view the following:
   • Create Workspace link to create a new workspace
   • Unique account ID
   • Type of account plan (for example, Basic)
   • Edit Details area that displays the following:
   • Accout’s name
   • Account owner’s name
   • Preferred language to display the content in the account
   • Time zone
   • Your all types of roles in the account (for example, account owner, workspace owner)

In the Account Management module, in the left panel, you can access two sub-modules: Accounts and Workspace. In the Accounts and Workspace sub-modules, you can do different functions as follows:

Accounts

In the Accounts module, you can do the following functions:

Creating a New Workspace

When you perform this function, you create a new custom workspace. A custom workspace is different from the default workspace. The Vahana cloud creates a default workspace when it creates your Vahana account. You can create a custom workspace after you access the Vahana portal.

To create a new workspace:

1. On the Accounts page, see the top panel.
2. In the top panel, click Create Workspace to display the Create Workspace dialog box.

3. In the Create Workspace dialog box, enter the details as follows:

Field/Property	Description
Upload or Choose Icon	Under Upload or Choose Icon, click to select one of the available images as the logo of your new workspace. You can also click the plus icon () to upload the image from the local drive.
Workspace Name	In the Workspace Name box, enter the name (for example, HDFCacc_worksapce) of the workspace.
Workspace Description	In the Description box, enter the brief description of the new workspace.
Workspace Owner	This box displays your registered email ID that specifies you are the owner of the workspace. This value is non-editable.

4. After you enter the details of the workspace, click Create to create a new workspace.

Editing Account’s Details

When you access the Accounts page, it displays your account’s details. In the account’s details, you can view the account’s name, preferred language, account owner’s name, and others. In the account’s details, you can only edit the account’s name. Other data remains non-editable for a specific account.

After you change the account’s name, click Update Info to apply new change.

Workspace

In the left panel, when you click the Workspace menu, the right panel displays all workspaces that you can access. You serve as the owner or member of these workspaces. When you create a workspace, you become the owner of that workspace. When another workspace’s owner sends you the invitation to become the member of the workspace, and you accept the invitation, you become the member of that workspace.

You also act as the owner of your default workspace. In the Workspace sub-module, you can perform the following functions:

Viewing Workspace Details

In the left panel, under Account Management, when you click the Workspace menu, the right panel displays the Workspace Home page. On the Workspace Home page, you can click a workspace (for example, KumarUBC) to access the details of a workspace.

To view the details of a workspace:

1. On the Workspace Home page, search and find the workspace that you want to access.
2. After you find the workspace (for example, KumarUBC), click it to display the <<workspace name>> page.
3. The <<workspace name>> page displays the following details of a workspace:
   • Name of workspace (for example, KumarUBC)
   • Workspace Description
   • Unique twenty-four digit Workspace ID
   • Name of workspace owner

Transferring Workspace

In the Workspace sub-module, you can only see the Transfer Workspace feature if you have created that workspace. If you are only a member of a workspace and you have not created that workspace, you cannot use the Transfer Workspace feature. The Transfer Workspace feature allows you to transfer the ownership of the workspace to another user of the Vahana cloud.

After you transfer the ownership of the workspace to another user, you do not act as the owner of the workspace.

To transfer the workspace:

1. On the <<workspace name>> page, see the top panel.
2. In the top panel, click Transfer Workspace to display the Transfer <workspace name>> dialog box.
3. In the Transfer <<workspace name>> dialog box, in the New Account ID box, enter the unique account ID of the user to transfer the ownership.

4. After you enter the account ID in the New Account ID box, click Verify to validate the account ID.
5. After the Vahana cloud validates the account ID, the dialog box displays the details of the verified account ID as follows:
   • Account Name
   • Account’s Owner

6. After you make sure that you are transferring ownership to the right person, click Transfer to transfer the ownership of the current workspace.

Apart from viewing the workspace’s details and transferring workspace’s ownership, you can view the following on the <<workspace name>> page:

• List of users who are members of the current workspace
• List of applications that you or other members created in the current workspace

You can view lists of users and applications as follows:

Members Tab

In the <<workspace name>> page, when you click the Members tab, it displays the following details of the workspace members:

• Name of user who is member of the workspace
• Registered email ID of the user
• Role of the user in the workspace

Applications Tab

In the right panel, when you click the Applications tab, it displays a list of applications that the workspace owner has created earlier. The Applications tab displays the following details of applications:

• Name of application
• Registered email ID of the user who created the application
• Type of the application (for example, Middleware, Mobile, Web-vFlow, etc)
• Current status of the application (for example, Enabled, Transfer Pending, etc)