Account Management

Account Management

Accounts group contacts and document access for a customer organization.

Access

You need permission to use Accounts. By default, Admins, Account Managers, and Content Managers have this permission.

Open the accounts page

Open in the Admin Center: /accounts

In the Admin Center, select Accounts.

The page has three summary cards:

• Active Accounts shows accounts with an active access period.
• To Review shows accounts that need review.
• Access Expiring Soon shows accounts with an access expiry date in the next 30 days.

Select a card to filter the account list.

Find an account

Use search to find an account by its displayed information. Use the rows-per-page control and pagination to move through the results.

The table shows the account name, description, access expiry, and review status. Review status can be To Review, In Progress, Approved, or Rejected.

Select a row to open the account.

Account details

An account has these tabs:

• Documents controls which documents are linked to the account.
• Contacts shows the contacts for the account.
• Settings contains the account settings.

The account page also shows recent account activity.

Create an account

Open the account form: /accounts/new

Select Add Account to open the account form. For the saved fields and contact invitation behavior, see Create New Account.

Related guides

• Create New Account
• Account Document Access
• Manage an Account