Accounts
Accounts are the way to group locations and store cross-location information more conveniently.
Accounts are viewed and managed on the Accounts page available from the side menu.
Only users with the "Device and Location Management" role will be able to see the Accounts option in the side menu and access the Accounts page.
To view an Account's details, click on the Account Name. On the details page you can find all the available information for that account, which can include:
- Account Name* - The name of the account.
- Account Number* - The number associated with the account.
- Street Address - The street address where the account is located.
- City - The city the account is in.
- State/Province - The state or province the account is in.
- Postal Code - The zip or postal code the account is in.
- Country - The country the account is in.
- Account Contact Info
- Contact Name - The name of the primary contact at this account.
- Contact Phone - The phone number of the primary contact at this account.
- Contact Email - The email address of the primary contact at this account.
- Locations Related to This Account - A list of all the locations assigned to this account. Each location name listed is a link to that location's details page.
* = required field
Adding Accounts requires the "Device and Location Management" Role to be granted in your user record. Contact your system administrator to add this capability.
To add an account,
- Select the "Add Account" button in the top left of the Accounts page.
- Enter an account name. This field can contain almost any value, but we recommend giving it a meaningful and distinct name that will be instantly recognizable to users.
- Enter an account number. This should be a unique identifier for the account.
- Optional: click "Optional Information" to enter additional information about the account. See the Viewing Accounts section of this article for more details on each field.
- Click Save Changes to finish adding the account.
Editing Accounts requires the "Device and Location Management" Role to be granted in your user record. Contact your system administrator to add this capability.
There are two options for editing an account.
- On the Accounts page, open the quick action menu for the account you wish to edit and select "Edit".
- In the Edit Account window that opens, make any desired changes.
- Click "Save Changes" to save the edited record. Clicking "Cancel" or the X in the top right of the window will remove any edits you just made but had not yet saved.
- On the Accounts page, click the account name link.
- In the Account Details page, make any desired changes.
- Click "Save Changes" to save the edited record. To cancel your edits, simply leave the Account Details page without saving.
Deactivating Accounts requires the "Device and Location Management" Role to be granted in your user record. Contact your system administrator to add this capability.
An account cannot be deleted, but it can be deactivated. If an account is deactivated, any locations related to the account will no longer reference the account. Reactivation of the account would require locations to be associated to the account again.
There are 2 options for deactivating an account.
- On the Accounts page, open the quick action menu for the location you wish to delete and select "Deactivate".
- In the "Deactivate Account" confirmation window that appears, click "Deactivate" to confirm the deactivation of the account. Clicking "Cancel" or the X in the top right of the window will not deactivate the account.
- On the Accounts page, click the account name link for the account you wish to deactivate.
- On the Account Details page that opens, scroll to the bottom of the page and click "Deactivate".
- In the "Deactivate Account" confirmation window that appears, click "Deactivate" to confirm the deactivation of the account. Clicking "Cancel" or the X in the top right of the window will not deactivate the account.
Activating Accounts requires the "Device and Location Management" Role to be granted in your user record. Contact your system administrator to add this capability.
There are 2 options for activating an account.
- On the Accounts page, click the toggle for Show Deactivated Accounts.
- Open the quick action menu for the account you wish to reactivate and select "Reactivate".
- In the "Activate Account" confirmation window that appears, click "Activate" to confirm the deactivation of the account. Clicking "Cancel" or the X in the top right of the window will not activate the account.
- On the Accounts page, click the toggle for Show Deactivated Accounts.
- On the Accounts page, click the account name link for the account you wish to activate.
- On the Account Details page that opens, scroll to the bottom of the page and click "Activate".
- In the "Activate Account" confirmation window that appears, click "Activate" to confirm the deactivation of the account. Clicking "Cancel" or the X in the top right of the window will not activate the account.