How to Create an Account within an Organization [Step-by-Step Guide]

Modified on Wed, 26 Mar at 4:42 PM

This article details how to create accounts within an organization.

Creating accounts is an essential task for managing user access and ensuring that the right individuals have the appropriate permissions within your organization. Thus, accounts are commonly defined by branch or customer.

NOTE: To learn more, refer to techTRACK Organizational Structure [Information]. If you need help defining the best structure for your accounts, open a support ticket and share your concerns with us.

To create an account within an organization:

1. Click Organizations from the left menu under the System section.

2. Find the desired organization using the search box.

3. View the desired organization details by pressing View.

4. Press Create.

5. Enter the following fields:

Name: The name of the account.
Code: The code of the account to be used in reports.

6. Press Save.

Once saved, the account is created. Continue to configure it by following How to Edit an Account within an Organization [Step-by-Step Guide].

To learn more about what you can do next, refer to the Organization folder in our knowledge base.