Information related to organizations, users, roles, contacts, and product-specific transaction data is associated to accounts. Users can be assigned to one or more accounts as needed. When a user is assigned to multiple accounts, they can select one of their accounts from the product landing page. Once an account is selected, the parties and transactions will be filtered to that account.
A table of available accounts also appear when logging into the Administration application. Click anywhere on the desired account row to open the ACCOUNT BASICS page.
Accounts can be copied to keep data segregated between organizations and branches. Copying an account copies product access and roles only. The Administrator who cloned the account will initially be the only user in the copied account until they add other users. The Administrator will also set up organizations, contacts, policies, and other information as needed.
Hover over the desired account and click the copy icon at the end of the row; click YES to confirm.