A Guide to Account Management & the Quoting Tool
Discover how to seamlessly navigate Inflect's platform, from creating accounts to utilizing our advanced quoting tool.
1. Account Creation and Management
- Company Account Creation: We've transitioned to a unified sign-on process. Users with matching company email domains are grouped under a single company account. If relevant, this account will be linked to the corresponding Service Provider data on Inflect.
- Individual Account Creation: Users with personal email domains (e.g., Gmail.com) can establish individual accounts.
- Joining an Existing Account: If you're signing up with a company email domain, request access to your company's Inflect account. Access is granted upon approval by the account owner.
- Watch our Video Guide for a visual walkthrough.
- Unified Company Account: Companies now have a single verified account on Inflect.com.
- Invitations: Send invites to new users to claim company ownership on Inflect.
- Membership: Users with matching email domains can request to join the company account.
- Ownership Transfer: Account owners can transfer ownership to any member with a matching email domain.
- Enhanced Company Pages: Now featuring an embedded quote tool tailored to the company's assets.
2. Inflect's Advanced Quoting Tool
- Expanded Product Range: Request quotes for up to 19 product types.
- Enhanced Search: Find Point-to-Point connections from data centers or buildings to ASNs or Exchanges.
- Notifications: Stay updated on quote requests, document uploads, status changes, and more.
User Permissions and Roles:
- Owners: Manage user requests, transfer ownership, and oversee all project details and quote requests.
- Admins: Invite users, manage projects, and handle quote requests.
- Contributors: Similar to Admins but with specific project-related permissions.
- Membership: Project membership mirrors your role in the project. Service providers are added once a quote request is submitted.
- Document Upload: Attach documents to specific projects or quote requests.
- Quoting: Save, modify, and send quote requests directly to Service Providers. Enable messaging for direct communication regarding quotes
Saving a Quote:
- Bookmarking: Users can create a quote request and bookmark it for later review without notifying the Service Provider.
- Watch our Quote Saving Tutorial