BluePrint Support - My Blueprint Portal : Shared Account Management

The Blueprint Portal allows users to view and manage their Personal Blueprint requests, Blueprint devices, and Shared accounts,

This guide will assist Administrators with adding new users to a shared account and with creating a new shared account. 

  1. Please navigate to https://yale-adm.secure.force.com/blueprint. Once logged into the Blueprint Portal click on the Shared Accounts tab. 
  2. In the active shared account section, locate the shared account that needs updating and click Managed under Actions. 
  3. To add a new member to an existing shared account, navigate to the Shared account section and click on Add New Member. 
  4. Fill in the appropriate information and select Save. 
  5. To add new charging instructions, navigate to and click the add Charging Instructions button. 
  6. Fill in all the appropriate fields and click on Validate COA.