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  • The available actions are described below:

    • Add an Account Type

      • Under the Account Types heading on the left click the + icon

      • Under the Add Account Type heading on the right specify the account type details (see the  edit account type panel section above for details on each field)Click Save.

        • Add an Account type name for e.g. Site as shown in Fig-1.

        • the above account type can be made the default account type by updating the “Default” checkbox.

      • Click Save to add a new account type.

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Fig-1

  • Delete an Account Type

    • Under the Account Types heading on the left select the account type you wish to delete.

    • Under the same Account Types heading click the delete icon.

    • On the confirmation dialog that appears select Yes.

    • For e.g. Account type named “test” will be deleted when the delete icon is clicked and later yes is clicked to confirm the delete.

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  • Edit an Account Type

    • Under the Account Types heading on the left click the account type you wish to edit

    • Under the Edit Account Type heading on the right modify the account type details

      (see edit the account type panel section above for details on each field)

      .

      • For e.g. Account type name “Site“ will be modified to “Project“

    • Click Save when you have finished making changes.

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Next Steps

<<documentation team task: link to next configuration article>>

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