How to Add Accounts to an Organization [Step-by-step guide]

Modified on Thu, 26 Oct 2023 at 02:00 PM

Accounts are necessary to operate through Organizations.

This article details how to create an Account under the hierarchy of an Organization.

To do so, you will have to:

1. Click Organizations under System Settings

2. Press Edit on the row of the Organization you will work with 

3. Select the Accounts tab

4. Press Create button 

5. Define the fields accordingly:

  • Name: Name of the account, to identify it in lists
  • Code: Code of the account, for the system to reference it

6. Press Save to apply the changes

After doing so, Edit the account to set up it's functional details and parameters.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article