Manage Multiple Accounts

As an administrator, you can manage multiple accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. simultaneously on the Accounts page.

To manage multiple accounts

1. On the main menu, select Accounts. The Accounts page opens.

2. Select the checkbox for each account you want to manage.

3. Perform any of these actions:

   Send notification

   1. Click one of these options. The New Notification page opens.

      • Notify: Notifies selected accounts.

      • Notify All: Notifies all accounts.

   2. Create and send a notification. For more information, see Create a Notification.

   Export account information in a CSV file

   1. Click one of these options. The account information is exported in a CSV file.

      • Export: Exports information for selected accounts.

      • Export All: Exports information for all accounts.

   2. Click Download. Your browser downloads the file.

   Add accounts to organizations

   Adding accounts to an organization in bulk automatically assigns them the Accepted status and default organization role.

   1. Click Add to Organization. The Select Organizations page opens.

   2. Click Select for each organization you want to add members to.

   3. In the lower right, click Select. A confirmation window opens.

   4. Click Add.

   Add accounts to a group

   1. Click Add to Group. A menu opens.

   2. Select one of these options.

      • New Group: The New Group window opens.

        1. For Name, enter a name for the group.

        2. For Description, enter details about the group.

        3. Click Submit.

        4. The Adding account to group pop-up window opens.

        5. Wait until the status is Finished, then click OK.

      • Existing Group: The Select Group window opens.

        1. Select the group.

        2. Click Select.

        3. The Adding account to group pop-up window opens.

        4. Wait until the status is Finished, then click OK.

   Create a filter-based group

   For more information on filtering accounts, refer to Filter Accounts.

   1. Click Group by Filter. The New Group window opens.

   2. For Name, enter a name for the group.

   3. For Description, enter details about that group.

   4. Click Submit.

   Change accounts' statuses

   1. Click Change Status. The Change Status of Accounts window opens.

   2. Select one of these options. For more information, see Account Statuses.

      • Active

      • Inactive

      • Closed

      • Archived

   3. Click Save.