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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.
Add an Account type name for e.g. Site as shown in Fig-1.
the above account type can be made the as default account type by updating the “Default” checkbox.
Click Save to add a the 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. For e.g. Account type named “test” is selected to be deleted as shown in Fig-2.
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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Fig-2
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.
For e.g. Account type name “Site“ will be modified to “Project“ as shown in Fig-3.
Click Save when you have finished making changes.
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Fig-3
Next Steps
<<documentation team task: link to next configuration article>>
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