An Account is generally speaking a customer of your business. Users within your accessplanit platform are stored within Accounts, and can use this Account to pay for courses through the Shopping Basket.
Here is a video giving you a quick overview of Accounts on the accessplanit platform:
Where to find the Accounts area
The Accounts DataGrid is available in the left-hand menu.
Information stored against an Account
You can store the following information about an Account:
Details: Here is where you can store an Account's label, Account manager, description, number of employees, status, tax details, and tags.
Contact and Other Addresses: Here is where you store an Account's main contact details, including: addresses, phone numbers, and email address.
Attributes: You can add information about an Account that does not fit in any other area here such as tax rate. Attributes can't be displayed in a DataGrid, or used in Workflow rules, however they can be useful for reporting purposes.
Employees: Here is where you can manage the employees of an Account. You can add new Users here, and you can also send emails from this DataGrid.
Groups - This stores the Account Group that an Account belongs to. You can read more about Account Groups here.
Industries - This stores any industries that are associated with this Account. You can read more about Industries here.
Bookings - This is where you can see any bookings for this Account.
Notes - This stores any notes that have been made against an Account.
File Store - This stores any files that you want on the platform to be associated with this Account.
Communications - Here, you can view any Communications that have been sent to this Account. You can also send an email to the Account from this area.
Opportunities - Here, you can view any Opportunities that have been linked to this Account. You can read more about Opportunities here.
Tasks - This is where you can find any Tasks that have been assigned to this Account. You can also add and edit Tasks in this area.
Meetings - This stores any past or upcoming Meetings that this Account has been scheduled to attend. You can also schedule and edit a Meeting in this area.
Invoices - This stores any invoices that have been targeted towards the Account. You can also make a payment against an invoice in this area.
Credit Notes - This stores any Credit Notes that have been targeted to the Account.
Vouchers - This stores any Vouchers that have been issued to the Account.
Workflow Errors & Instances - This section is for tracking how many Workflows this Account has triggered, and if there have been any errors.
Audit Logs - This area allows you to track any changes made about the Account, for example, who made the changes and when.
You can read the full help guide page for Accountshere.