This interface will allow you to configure your customer account on the following points:
- Your access and contact information
- Your active applications
- Information from your customer folders
- Users attached to your folders
How to access?
- Click on the
button at the top right - Select the “My Account” menu
- Select one of the desired spaces
You will find 3 spaces:
- My account
- Company
- Users
| These last 2 menus are reserved for administrator clients. For more information, please contact your Deloitte accountant. |
“My account” area
From the “My Account” menu you will find 3 menus:
“Information”: This is the access and contact information of the currently connected account.
In this space you have the possibility to:
- Change the password
- Change the interface language
- Manage notifications
| Click on “Save” when you make a change |
“Mobile devices”: to find the list of mobile devices on which you have connected to the DeloitteDirect mobile application. You can click on a device to force the disconnection if necessary.
“Invoices” *: This section will allow you to find your monthly invoices for access to DeloitteDirect services.
You will find the status of the invoice, its payment, and the possibility to download an invoice
“Access of services” *: This section allows you to find the list of applications to which you have access
| Reserved for customer accounts administrators |
“Company” area
In this space you must select the desired company.
Once the company has been selected, you will have access to 3 menus:
The “Information” menu
This menu contains contact information for your company.
The “Applications” menu
This menu will allow you to manage your applications configured on the folder.
The “User Access” menu
This menu allows you to find the user accounts of your collaborators/employees who have access to the folder. Through this menu, you can create a new access using the “+” button at the bottom right.
“User” area
In this space you must select the account of one of your collaborators/employees.
You can also create a new access using the “+” button at the bottom right.
Once the user has been selected, you can access 2 menus:
The “Information” menu
This menu contains the general information of the user
The “Applications” menu
This menu will allow you to manage your configured applications for this user.
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