Creating New Accounts within an Organization

An Organization Admin has the ability to create new Accounts within the Organization. Users are not automatically added to new Accounts. User Assignments under the Users section on the left panel of the Admin Panel will need to be updated with the necessary permissions before users can access a new account. Accounts are great for adding additional companies to the umbrella of an Organization. Accounts keep assets separated from each other and assets cannot move between different Accounts.

Creating a New Account

From the Admin Panel select Organization on the left panel, then select Accounts.

Select the New Account button and a panel will appear on the right side of the platform. 

Enter the new Account Name, there is a the 32 character limit. Select Save at the bottom of the panel.

The new account will now show in the Accounts list, also found by clicking Accounts on the left side of the Admin Panel. 

Permissions

To limit the Admins that can create Accounts, go to the Roles section of the Admin panel. In the Organizations section, uncheck Create accounts for your organization and click Submit. The permissions will automatically update all the users with this assignment. 

Rename & Delete Accounts

To rename any account, click the 3 Dot Action menu next to the title and select Rename. Please note the 32 character limit. Select Rename. 

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