If you are unsure whether or not you have existing licenses available please refer to How do I check if I have licenses available?
If you discover you need to purchase a new license, please refer to How do I add new users to Teaview®
Before proceeding, please ensure your new user has access to the company email you are entering, as an email will be sent to that address to complete the set-up.
- Account Holder Representative logs in to MyTeraview® (must have a valid email address in your profile)
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Click on Transfer User(s) as shown below.
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The following screen appears.
- Select License to be transferred (can be a user who will be suspended, or an available license from an already suspended user) Maximum of 10 users can be selected at one time.
- Click Transfer Selected User(s)
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The following screen appears.
- Complete First Name, Last Name and Email Address fields.
- Select the access types you would like the user to have.
- Select the type of token you would like the user to have. (Tokens are required to sign documents). If you are transferring an existing hard token, please select the Token number found on the back of the token from the drop down. If it does not appear, please contact Customer Service at admin@teraview.ca.
- Check the box confirming you have validated the user's identification.
- Check the box to accept the Terms and Conditions.
- Click Continue to proceed, or continue to add additional user information if you have multiple users to add (up to 10).
- Review the information and hit Submit. Once you Submit, you can no longer make any changes in MyTeraview®. Changes can be made within Account Administration in Teraview® once the user profile has been completed.
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The following screen appears.
- Payment information will be displayed. All payments are deducted from the Teraview® Deposit Account.
- Click on Submit.
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A confirmation page will appear.
- A confirmation email will be sent to the Account Holder Representative.
- A set-up email will be sent to the user(s). They have 7 days to complete the set-up and create their profile(s).