Adding New Accounts
Step by Step guide on adding new Accounts to your instance.
AddingNewAccounts.pdf
1. This guide is for users that have the Account feature enabled.
Accounts and Locations work in a parent child relationship. Accounts need locations.
2. Start by heading to your Action Menu to access "Global Settings"
3. Click "Accounts" Tab. You may given this section a Alias which will display at the top, in this example it has been renamed "Buildings"
4. Click "Add Building" .
If no Alias was set up this button will read + Add Account
5. In the Name field name add your name.
Optional Information you can also add are, Sq Ft, attach documents, and hours of operations.
6. Click "Save"
7. Now make sure to add as many sub locations as you would like to the Site to be able to associated Equipment, Inventory, and create work orders.