Account creation registers the organizational information required to operate within the platform. An account stores details such as company name, address, VAT, and currency, and the platform applies this data to campaigns, billing, and reporting. By setting up an account, you establish the environment where campaigns can be promoted and tracked.
In this documentation, we’ll walk you through the steps on how to:
Let’s get started 🚀
Navigate
Log in to the platform and click on the Create Account button at the top right corner of the interface.
A modal window appears displaying the required fields.
Proceed with creating the account.
Create Account
Enter the mandatory organizational details such as name, address, VAT, and currency.
Step 1: Fill in all the fields with the required details.
NOTE: Toggle ON the option to Use organization details (at the top of the form) to automatically populate the account fields with information already stored at the organization level. |
Step 2: After entering the information, click on the Create button to proceed.
WARNING: Once the account is created, the user can no longer change the selected currency. |
Your account will be created successfully.
Edit Account
Update account information to ensure organizational details remain accurate and current.
Step 1: Click on the vertical ellipsis icon (three dots) next to the account you want to edit.
Step 2: Select the Edit option to update the account details.
An Edit Account modal window will appear. You can now change the values in the fields and update your account details.
Step 3: After making the required changes, click on the Update button to proceed.
Your account will be updated successfully.
Sort Accounts
Sort account information by name, country, or status using the column headers.
Step 1: Click on the Account name header to sort the list based on account names.
The account names will be sorted in alphabetical ascending order.
Upon clicking on the header again, the accounts will sort in alphabetical descending order.
Step 2: Click on the Country header to sort the list based on the country names.
The countries will be sorted in alphabetical ascending order.
Upon clicking on the header again, the countries will sort in alphabetical descending order.
Step 3: Click on the Status header to sort the account list based on their status.
The accounts will be sorted according to the Active status.
Upon clicking on the header again, the accounts will be sorted according to the Pending status.
Search Account
Easily locate a specific account by entering its name in the search bar.