Managing Accounts and Sub-Accounts in the Dashboard

This guide explains how to set up and manage accounts and sub-accounts in your website’s dashboard, focusing on navigating the right-hand sidebar for account management.

Accessing the Accounts and Sub-Accounts Sidebar

1. Log in to the Dashboard: Upon logging in, locate the accounts and sub-accounts column on the right-hand side of the viewport.

2. Open the Sidebar: If the sidebar is not visible, click the circle with a `<` icon at the top-right of the viewport to expand it. To collapse, click the `>` icon.

3. Sidebar Features:

• Search Function: At the top, use the search bar to filter accounts by name.
• Account List: Accounts are listed alphabetically. Scroll to browse.

Default Accounts:

• Walk-In: Used for in-store customers (e.g., sales reps creating orders/estimates without an account). Do not modify it.
• Web Orders: Captures activity from non-registered customers. Do not modify it.

Managing Accounts

1. Hover Actions:

• Hover over an account to reveal a hamburger menu.

   Menu Options:

• View address and settings.
• View contacts.
• View orders and lists.
• Create sub-accounts.
• Create wishlists or estimates.
• Delete the account.

Close the menu by clicking the `X` at the top.

2. Selecting an Account:

• Click an account to view details:
•  Account Name: Displayed in light blue with a toolbox icon.
•  Details: Phone number and address below the name.
•  Sub-Accounts: A search box and list of sub-accounts appear, showing estimate counts, wishlists, and orders.
• Click a sub-account name (in blue) to view its estimates, wishlists, or orders. Toggle between tabs to review.

3. Adding Items to Estimates:

• Enter an item number in the sidebar’s search box or select items from the catalog and click Add.
• Once items are added, click View Estimate at the bottom to go to the cart page.

   Cart Page:

• Order Details: Edit details using the Edit button.
• Estimate Number: Generated automatically.
• Adjustments: Modify quantity, notes, or pricing.
• Options: Use buttons for Pay Now, Email, Print, etc.

4. Admin/Sales Rep Adjustments

• Changes made by admins or sales reps will reflect in the Customer’s ‘Manage Orders & Lists’ section when they log in.

Managing Sub-Accounts

1. Hover Actions:

• Hover over a sub-account (folder icon) to access the hamburger menu.
• Menu Options: Same as accounts, plus an option to Move Sub-Account to another parent account (e.g., if created under the wrong account).
• Relocate orders or estimates as needed.

2. Viewing Sub-Account Details:

• Select a sub-account to view its estimates, wishlists, or orders.
• Click the sub-account name (in blue) to see all added items.

Creating an Account

1. Steps:

• In the sidebar, click the blue + button next to the search bar.
• Enter an Account Name (required).
• On Account Type: For Account Type, select "Contractor." If the default is used, it will be set to "Walk-In."
• Click The Green + Add button.

2. Updating Account Information:

• Select the account from the sidebar.
• Click the account name (in light blue) to open the Account Settings pop-up.
• Add details: address, email, billing, shipping, and assign a sales rep.
• Sales Rep Notifications: Assigned reps receive alerts for estimates or orders.
• Login Setup: Under Contacts > Login Settings, create a login and set permissions.
• Account Settings -> Account Custom ID: This field is used for connecting integrations. Enter the account ID number found in your ERP system here, this links the account to your ERP.
• Click the blue Update button to save.

Creating a Sub-Account

1. Steps:

•  Select the parent account.
•  Click the blue + button to add a sub-account.
•  Enter a sub-account name, then click the green "Create" button when you're done.
•  The sub-account appears under the parent account (folder icon).

2. Creating Estimates/Orders:

•  With the sub-account selected, click the + button.
•  In the pop-up, name the estimate (all orders start as estimates).
•  Click the green Create button.
•  Add items via the catalog or by searching item numbers in the sidebar.

Dashboard navigation is located in the dark gray bar.

1. Global Search:

• At the top of the dashboard, use the Search All bar to find accounts, estimates, orders, or items across the database.

2. Tabs and Controls:

• Account Tabs: Indicate the open account and sub-accounts.
• Reset Button: Clears queued accounts for a fresh start.
• Quick Link:( Create New ‘+’ ) Create Account an estimate by entering account, sub-account, and order names, then add items.
• Knowledge Base: Access the knowledge base and FAQs via the `?` tab.
• Workspace: Switch between admin, sales rep, or custom workspaces.
• User Indicator: Shows the logged-in user.

This guide covers the basics of managing accounts and sub-accounts. For more information, visit the Knowledge Base through the dashboard’s ‘?’ tab. If you need additional documentation, feel free to contact us at [e-mail] — we’ll be happy to create it for you.