Overview
Administrator Users can add Accounts to the system. Account organize Projects, Locations, and Buildings within the system. Connecting these data structures creates relationships. Relationships are important as they connect data across the system's data structures.
Below is a flowchart that illustrates the data structure within the system.
Data Structure Overview
User Account Requirements
The User must have Administrator permissions to add a new Account to the system.
Navigation
- From the Home screen, click the Navigation Menu and select Management from the dropdown menu.
Navigation Menu
- From the All Actions tab, click the + Add a New Account button.
+Add a New Account Button
Add a New Account
- From the Add a New Account screen, fill out the following fields:
Add a New Account Screen
- Logo: Drag and drop an image file into the designated area on the Logo field or click the designated area on the logo field and upload an image from the connected PC.
- Region: Click the Add Existing Region link to add the Account to a Region.
Add the Account to a Region
- The Add Existing Region pop-up will appear.
- (Optional) Enter a keyword in the Search field to narrow the search results.
- Select the + Add link next to a Region.
Add Existing Region Pop-up
Adding a New Account Continued
- Continue filling out the following fields:
- (Required) Group Name: Enter a name for the Group. The Group Name will be used throughout the system to identify and search for the Group.
- Website: Enter a website associated with the Group.
- Description: Enter a brief description outlining the Group by adding further details. The Group Description can also identify the Group within the system.
- Location: Enter the Group's address (city) in the Location field and select an address from the dropdown menu. The location selected will also be reflected on the Map below the Location field. A user can manually adjust the Location Pin on the map for a more accurate Location.
- Click the Create button to create the new Account. A system notification will appear at the top of the screen indicating that the Account was created.
Creation Successful