Welcome to #LucidTrac Learn Topic : Accounts
Monday 10 / 10 / 2022 written by Victor Ocasio
Our Accounts dashboard allows for breakdown of all current assigned accounts and account owners.
From our systems main menu you can access the account dashboard here
This will highlight the section as shown below
Once loaded your accounts dashboard will show as follows
Currently based on your access types and modules you will see only accounts you have control over or all accounts organizationally.
You have some level of controls on this screen as well starting with
The COG will allow you to access the locations management page allowing you to set various items for the account in question. This includes sold services and billing / accounting tabs.
While the List icon will bring you to the accounts activities panel.
From the Accounts Dashboard we also allow for various bulk administrative actions.
There is also an inline searching toolShare this Learn Post: https://lcdtrc.link/3abhgfq
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