This article explains what accounts are and how to create and modify them.
What is an account?
Although our core objects are locations, we needed a way to manage and group them. Therefore we introduced accounts.
Imagine an account being a folder in which files are nested. Each file being a location. You can have unlimited files in one folder. You can give access to the folder only to certain people. You can specify the purpose of a folder.
Accounts are used to group Locations, in order to give more flexibility to the user in terms of products and user-rights.
How to create accounts?
It is very easy to create an account.
- Log into the platform - on the left you will find the navigation bar. Find the tab "Accounts":
- Click on "Add Accounts":
- Provide Account Info:
Pay attention to the "Account Identifier" - it will be used to recognize the account in the Location Import file as "businessIdentifier".
- Create a responsible user or skip this step (users can be created at a later stage).
- Choose the desired product plan.
- Click on "Add Account":