Collabosphere 2018 is coming | January 28-29, 2018 | Pasadena, CA | Sign up today!

Creating accounts and sub-accounts

Account view allows iMeet® Central users to create a set of accounts and sub-accounts to place their projects and clients. This allows for higher level organization with visual images for each account.

Jump to:

Creating New Accounts

Users with the "Manage Account" permission are able to create new accounts. You can update these permissions by selecting (Company Setup > Internal Members). To create a new account, you must first open the “Accounts View” home page. Often times the quickest way to open the “Account View” home page is to select Accounts found at the top left hand corner of any iMeet Central page.

 

 

 

 

 

On the “Accounts View” homepage, select the “New Account” button found near the upper left hand corner.

 

 

 

 

 

 

 

Click the “New Account” button, to open a “Create New Account” popup window. This popup will feature an “Account Title” field, as well as, any other custom properties you may have created. The “Account Title” field is mandatory. After you have typed the account title, select the “Create” button near the bottom of the popup window.

 

 

 

 

 

 

 

 

 

Creating New Sub-Accounts

Users with the Manage Account permission are able to create new sub-accounts. To create a new sub-account, you must first open the home page of the account where the sub-account will be.

Open the homepage of the correct account, select the “Sub-Accounts” tab found near the lower left hand corner of the account’s image.

 

 

 

 

 

 

 

 

 

 

 

Locate and select the “New Sub-Account” button.

 

 

 

 

 

 

 

 

 

 

Click the “New Sub-Accounts” button to open a “Create New Sub-Account For [ACCOUNT NAME]” popup window will load. This popup will feature an “Account Title” field as well as any other custom properties you may have created. The “Account Title” field is mandatory. After you have typed the account title, select the “Create” option near the bottom of the popup window.

Was this article helpful?       
0 out of 0 found this helpful


Have more questions? Submit a request