The Account Management Page

Table of Contents

• Overview
• Interactive Demo
• How to Find the Account Management Page
• How to Navigate the Account Management Page

Interactive Demo

Overview

The Account Management page is a dashboard of account details. For more information on Consultant access and who has access to this page, please see this article. 

How to Find the Account Management Page

The Account Management Page can be found in the Settings and Administration Menu, under Account.

How to Navigate the Account Management Page

At the top of the page will be the account name and the name of the partner the account is under.

Next are contract details including the version, contract package, start date, end date, contract length, days remaining, and administrator. Click the eye icon under actions on the left to view the contract.

Departments are found next in the page, including the sites in the department and it's status. Click on the pencil icon next to the department name to edit the department.

To the right of Departments is Sites. Views the site's portal display name, tag prefix, and status.

Next is the Users table. with the details of each user in the account. Click the eye icon under actions to view more user details, or click the pencil icon to edit the user. 

At the bottom of the page is Consultant Access. This is where you can grant and revoke outside access to your site's data. If you would like more information on this workflow, please see this article in our help center.