Adding, Editing, & Deleting Accounts
Accounts
Accounts are the first sublevel in the organization. Accounts hold:
Users
Permissions
Modules
Accounts are a way to separate modules for larger company divisions or client accounts. Accounts are often used for subsidiaries within an organization or for customer accounts within an MSP. It is acceptable and common to utilize one account if this distinction is not necessary for your organization.
As a user at the Account Admin level, data is accessible in the specific account for which permission has been granted. Users do not have access to data across accounts with the inherited Account Admin permission role, but Account Admin access can be granted to a user on multiple accounts. Therefore, a user can be associated with multiple accounts.
Adding a New Account from Settings
On the left navigation bar, click the Settings Icon.
Click Account Management, and then click Add Account. The New Account window displays.
Enter the information required and select the Continue button at the bottom. The Create Module page appears.
For more information on creating modules, see Adding, Editing, & Deleting Modules.
Adding a New Account from the Account Switcher
On the left navigation bar, click the Account Switcher
icon . Click Add Account, and then fill in these fields.
Name: Give the account a name.
Description(Optional): Enter a brief description of the account.
Click Continue, and the Add Module page appears.
For more information on creating modules, see Adding, Editing, & Deleting Modules.
Account Management
Accounts can be reordered by dragging and dropping the double ellipse icon.
Click Save Layout to save changes.
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