This document provides instructions for managing accounts in the Omnia Admin: System Admin - Accounts section. It includes how to view, search, sort, edit, delete, and add accounts, as well as the roles and permissions of Partner Admins and Account Administrators.
Alert: This document applies to the following user roles within Omnia:
- Account Administrator
- Partner Administrator
Accessing System Admin - Accounts
1. Navigate to System Admin - Accounts:
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Go to the Admin Portal and sign in.
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Click the System Admin tab to expand it, then select Accounts.
Viewing Accounts
2. Viewing Accounts:
- In the Accounts section, you can view a list of all accounts associated with your user account. Each account displays the name, code, partner, and time zone.
Note: Partner Admins will see all accounts that fall under their administration. Account Admins will only see the specific accounts assigned to them.
3. Search and Sort:
- Use the search option to find specific accounts.
- Click the sort icons next to the column headers to arrange items in ascending or descending order.
Creating a New Account
4. Add New:
- To add a new account, click the Add New button.
- Only Partner Admins can create new accounts. See the Accounts (Add New) document for detailed instructions.
Editing an Account
5. Edit Account:
- To edit an account, click the edit button next to the account or click directly on the account.
- Partner Admins have full rights to edit all account details.
- Account Administrators have limited editing privileges.
For detailed instructions on editing account settings, please refer to the Account Settings document.
Deleting an Account
6. Delete Account:
- To delete an account, click the delete button next to the account. Only Partner Admins can delete accounts.
- A warning message will appear: "Permanently delete this account? No Going Back!" Click Yes to confirm or Cancel to abort.
