Accounts
Selecting an Account
Following a successful login, an Account Administrator is provided a list of all accounts that they have access to in Administration. Selecting an account provides account level information, such as Account Name (which is editable), Customer Number and all licensed products.
Copying an Existing Account
Accounts can be copied to limit user access. When copied by an Account Administrator, the resulting account:
- is named “Copy of <Account Name>”
- has the same Customer Number and licensed products as the original
- contains default roles the person performing the copy could assign in the original account