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View, search, sort, edit, delete, and add accounts in System Admin → Accounts. This page also explains what Partner Admins and Account Administrators can do.
This page is for these Omnia roles:Account Administrator Partner Administrator

Accessing System Admin - Accounts

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

Viewing Accounts

  1. 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.
  1. 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

  1. 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

  1. 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

  1. 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.