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

Modified on Fri, 27 Sep at 3:27 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.

WARNING: As you create an Account, by Default it's Type will be Standard, which includes all features. If you wish to downgrade to Basic (no rules) you can do so as you Edit; to ensure which features are included, you can review so here: techOMS Specifications Sheet [Information].