How to manage accounts

Easily create, edit, and manage accounts used to access the Backoffice application. Follow this guide to learn the step-by-step process for account management.

Step 1: Access the Accounts Management Page

1. Log in to the Backoffice application.
2. Navigate to the “CLIENTS” option under the “UTILITIES” sub-menu (Fig. 2).
3. Click on the “ACCOUNTS” option in the page’s sub-menu (Fig. 3).
   • The “ACCOUNTS” page will display a list of all registered accounts in the system.

Step 2: Add a New Account

1. Click the “ADD NEW ACCOUNT” button to open the account creation window (Fig. 4).
2. Complete the required fields:
   • Identifier: The account name displayed in the Name column of the list.
   • Cost Center: Specify a subdivision of the company (e.g., a department). Add multiple cost centers as needed.
   • Company Field: This is auto-filled with the company you are currently signed into.
3. After filling in the details, click “SAVE CHANGES” to create the new account.
4. The new account will now appear in the list.

Step 3: Edit or Delete Accounts

1. Locate the account in the list.
2. Use the buttons in the “Actions” column to:
   • Edit: Modify account details.
   • Delete: Remove an account from the system.
     • Note: Hover over the action buttons to view their functionalities.

Key Features of the Accounts Management Page

• Comprehensive Overview: View all registered accounts in a single list.
• Easy Account Creation: Add accounts with customized identifiers and cost centers.
• Flexible Management: Quickly edit or delete accounts as needed.

Figures and Illustrations

• Fig. 1: Current account display in the top-right menu.
• Fig. 2: Accessing the Clients option in the Utilities sub-menu.
• Fig. 3: Navigating to the Accounts option.
• Fig. 4: Account creation window with input fields.