Accounts

​

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.

​

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.

​

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.