User Accounts

the user accounts screen manages all user accounts in the system if the system has multiple tenants, click the tenant name at the top to select a tenant whose accounts to view the user accounts list can be sorted in different manners via the sort selection at its top right accounts can be searched by name or by email create account new accounts can be added by clicking the create account button linked accounts linked accounts can be created in the system such that one parent account can be linked to one or more child accounts linked parent accounts are highlighted in blue in the list and have a link icon next to them linked child accounts only have the link icon next to them click the link icon on any account to show just the parent account and all of its linked child accounts create new parent child link to link two existing accounts in a parent child relationship, first highlight the account in the list that is to be the parent account, then click the "link to existing child account" button then select the child account from the list that appears and click the link button create new linked child account to link a new child account that does not yet exist, first select either an existing parent account or an unlinked account that will become the parent then click the "create new linked child account" button then enter the details for the new child account to be created unlink child account a child account can be unlinked from its parent by selecting the child account in the list and clicking the unlink button manage account double click an account in the list (or single click to highlight and click the manage account button) to manage the account edit account information after editing the account's first and last name, email, and phone number click the apply button to save the changes reset password an account's password can be reset by entering a new password and clicking apply subscription plan an account's subscription plan can be changed by select a new subscription plan from the list and clicking apply switchable an account can be removed from the list of switchable account by unchecking the checkbox and clicking apply subscription plan overrides account level overrides to the account's subscription can be made by clicking the "subscription plan overrides" link the list of overrides can be scrolled down edit the needed overrides to the subscription plan for the account and click apply assign roles each account can be assigned one or more roles with defined permissions see user roles docid\ c63zqvsv4547lpsqvv6hx when accounts are created, they are assigned the default role click the "assign roles" link to edit the account's roles check one or more roles for the account and click apply to save account associations select the associate to accounts link to allow this account to access other accounts in the system a common scenario is where an associate (e g a salesforce consultant) needs to access their clients' accounts in the system to manage their salesforce automations check the accounts the associate has authority to access in the system the associate will then be able to switch to their associated accounts from their account menu reassign content say a team member is leaving the company you can re assign their created content (assemblies, automations) to another account, such that the destination account becomes the new owner for all the content click the "reassign content" link, then select the target destination account from the list and click apply reset usage stats subscription plans that are not usage based are allotted various quantities of system usage such as tasks per month, webhook invocations per month, etc the term "task" can be redefined as a custom billing unit in the subscription's settings, e g "invoices" per month, "bookings" per month, etc to reset the monthly counts for all usage stats back to zero, click the "reset task count" link force sign out to forcibly sign out an account from all browser sessions, click the "force sign out" link the account holder will have to sign back in to access the system close account click the "close account" link to close the account you can choose the wipe the account's data, or to keep the data intact once an account's data has been wiped, it cannot be retrieved!