Managing accounts

This topic describes how to manage the accounts of an existing person, such as their social media accounts. It describes how to add, edit and delete their accounts.

If you require an overview of how to create a person refer to Managing persons, or for a detailed description of the settings mentioned in these procedures refer to People and devices screen.

  1. Click to display the Accounts tab. Note, if is not displayed, click , then select Accounts.
  2. If the settings for entering a new account are not already displayed, then click New.
  3. You must complete Serice, Account identifier, User/Vanity name and complete the optional settings as required, then click Save. The Accounts tab now displays the new account.
  1. Click to display the Accounts tab. Note, if is not displayed, click , then select Accounts.
  2. Click for the account you want to edit, then from the menu select Upload file.
  3. Click Upload file, then select the required social media pdf, .csv, .xlxs or .txt file.
  4. Click Upload.
  1. Click to display the Accounts tab. Note, if is not displayed, click , then select Accounts.
  2. Click for the account you want to edit, then from the menu select Edit account. The account's details are displayed.
  3. Edit the settings as required then click Save.
  1. Click to display the Accounts tab. Note, if is not displayed, click , then select Accounts.
  2. Click for the account you want to delete, then from the menu select Delete account.
  3. Click Yes on the confirmation dialog box. The account is deleted from the Accounts tab.