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.
This document applies to the following user roles within Omnia:Account Administrator
Partner Administrator
Accessing System Admin - Accounts
- Navigate toSystem Admin - Accounts:
Go to the Admin Portal and sign in.
Click the System Admin tab to expand it, then select Accounts.
Viewing Accounts
- 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.
- 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
- 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
- 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
- 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.
