Accounts

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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.

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Accessing System Admin - Accounts

1. Navigate toSystem Admin - Accounts: Go to the Admin Portal and sign in. Click the System Admin tab to expand it, then select Accounts.

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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.

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.

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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.

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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.

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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.