Browsing Accounts or Sub-accounts
Accounts and sub-accounts are displayed in the Accounts page. Users assigned roles with the View Accounts or View and Manage Accounts permission can browse accounts in the Producer Portal.
Version:Only producers who have purchased the optional Advanced Organization Management module have access to the sub-accounts functionality.
You can also view an account hierarchy, viewing the parent account and any sub-accounts associated with it.
The Manage Accounts page shows the following information:
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Account ID: Unique identifier of the account |
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Account Name: User-friendly name of the account |
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Description, City, State, Country: If included in the account settings, these columns are also populated in the Manage Accounts list. |
To browse existing accounts
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Click Accounts & Users > All Accountss. The Producer Portal opens the Manage Accounts page. |
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Click the tab for the account type of the accounts you want to see. Choose from |
Note:You can also use the search feature to rapidly locate a specific account, especially when there are several pages of accounts to browse.
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To view details about any existing account, click its Account ID. |
To view any sub-accounts of an account, click the + icon to expand the tree view in the Manage Accounts list.
See Also
About Accounts
Creating a New Account
Editing an Account or Sub-account
FlexNet Operations
2020 R1 SP1
Browsing Accounts or Sub-accounts