How to Manage Accounts

About

This article demonstrates step-by-step instructions for Use the Accounts Page.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:

Step 1	How to Access the Accounts List
Step 2	How to Add a New Accounts
Step 3	How to Delete a Accounts
Step 4	How to Delete Multiple Accounts
Step 5	How to Refresh a List

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How to Access List

To access the Accounts list, navigate to Organization > Accounts as shown in Exhibit 1.

Exhibit 1

Phone directory tab — Navigate to Organization

How to Add a New Account

To add a new Account click the icon at the top of the page as shown in Exhibit 2.

You can then view the steps for creating a new account in more detail in the following article: How to Create a New Account

Exhibit 2

How to Delete A Account

This feature is not available. However, if you would like to terminate an account you can create a ticket and we will terminate the account for you.

How to Delete Multiple Accounts

This feature is not available. However, if you would like to terminate an account you can create a ticket and we will terminate the account for you.

How to Refresh a List

To refresh the page click on the Refresh icon at the top of the page as shown in Exhibit 5.

Exhibit 5

Conclusion

Congratulations! You have now completed the "How-To Use the Accounts Page " article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.