Check Accounts

Accounts

Your accounts are a list of your customers, also listed are the ‘holding’ accounts which hold your individual users (who do not have an account), trainer users, and administrator users

Total number of accounts

1. Access your platform
2. Open the Accounts page
3. Check the total results are roughly the number of accounts you expect to find

Belong to the correct Account Group

1. Add the column 'Main Accounts Groups Name' by clicking the at the top right of the Accounts DataGrid
2. Run through the pages of the Accounts Datagrid to sense check the accounts are within the correct groups

Contact details

1. Add the columns ‘Email Address’, ‘Phone Number’, ‘Address’, ‘Town’, ‘County’ and any other contact details that you are interested in by clicking on theat the top right of the Accounts DataGrid
2. Run through the pages of the Accounts Datagrid to sense check the contact details are correct