ACHQ Accounts Overview

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ACHQ Accounts Overview

The ACHQ Accounts Overview feature in ActiveCampaign provides franchisor administrators with insights into sub-account details. It's a vital tool that enables effective management and oversight of sub-accounts, allowing for streamlined operation across multiple user accounts within a franchise system. This feature can significantly enhance the organization’s efficiency by offering customizable access to relevant account information.

How to Access This Feature

To access the ACHQ Accounts Overview, follow these simple steps:

1. Log in to your ActiveCampaign account. 2. On the left menu, click on Contacts. 3. From the drop-down, select Accounts. This will redirect you to the ACHQ Accounts dashboard, where you can view and manage all associated accounts.

Step-by-Step Instructions

How to Search for Accounts

Searching for accounts is straightforward and can be accomplished by following these steps:

1. Click on Contacts > Accounts on the left menu. 2. Utilize the search feature to narrow down accounts using any of the following criteria:

  * **Name**: Type the account name or the term "ActiveHosted".
  * **Status**: Choose from options including All, Active, Inactive, Trial, Deactivated, Pending, Failed Build, or New.
  * **Account Type**: Select from All, Clients, Partner, or HQ.
  * **Label**: Filter by any designated labels associated with the accounts.

How to Adjust the "Column Settings and Visibility"

Customizing the view of account information is essential for user-specific needs. Here's how to adjust the Column Settings and Visibility:

1. Click on the Settings icon in the Accounts interface. 2. Select Column settings and visibility, which allows you to choose which account information is displayed in the main panel. 3. After selecting the desired columns, click Apply to save the changes.

How to Add an Account

Adding a new account within ACHQ is simple, but please note that this action creates the account solely within ACHQ. Follow these instructions:

1. Click on Contacts > Accounts on the left menu. 2. Click on the Add Account button. 3. Fill out the required information in the form that appears. 4. Click Build One-send Account to complete the process.

How to Edit an Account

To modify an existing account, use the following steps:

1. Locate the account you wish to edit and click the Edit icon. 2. Update the necessary fields in the form with the desired information. 3. After making changes, click Save to apply them.

Other Actions on the Account Tab

Within the accounts tab, various other actions are available, including:

• **Auto Login**: Clicking the Auto Login icon redirects to the selected sub-account’s ACHQ profile.
• **ActiveCampaign SSO**: The ActiveCampaign SSO icon redirects to the sub-account’s AC Dashboard.
• **Export**: Use the Export icon to download a .csv file of the current Accounts dashboard data.

Configuration Options and Settings

Effective management of ACHQ accounts requires familiarity with the configuration options available:

• **Column Settings and Visibility**: Customize which details are seen in the account overview for improved usability.
• **Account Details**: It is essential to provide all required information when adding an account, ensuring accurate records for future reference.

Best Practices and Tips

- Regularly review and update account information to maintain accurate records. - Use the search feature extensively to manage accounts efficiently, especially in environments with numerous sub-accounts. - Leverage the customization options in column settings for a tailored view that matches operational preferences.

Common Use Cases with Examples

1. **Franchise Management**: A franchisor overseeing multiple locations can aggregate account data in one interface, facilitating better decision-making. 2. **Account Addition**: When a new franchise location opens, an administrator can quickly add an account using the streamlined process. 3. **Data Export**: For reporting purposes, exporting account data into a CSV file enables easy manipulation and sharing with stakeholders.

Troubleshooting Section

In case of issues:

- If you cannot find an account, verify your search criteria. - Ensure that you have the appropriate permissions to view or edit certain accounts. - If changes are not saving, check internet connectivity and try refreshing the page.

Frequently Asked Questions

How do I update a subaccount's time zone?

To update a subaccount’s time zone, click the Auto login icon, navigate to Settings, then find the Defaults tab where you can adjust the time zone settings.

What kind of information can I customize in column visibility?

You can choose which columns of account information are displayed, allowing for a tailored overview that suits your management style.

Can I delete accounts from ACHQ?

Currently, this feature only allows for editing or managing accounts but does not include account deletion capabilities.

What do I do if an account won't save changes?

Make sure that all required fields are filled correctly, and check your internet connection for stability. If issues persist, try logging out and back in.

Is there a way to bulk add or edit accounts?

The current interface only supports single account additions and edits, with no bulk action features available at this time.

Can I access ACHQ from mobile devices?

Yes, you can access the ActiveCampaign platform, including ACHQ accounts, on mobile devices via the web browser.

What permissions do I need to manage ACHQ accounts?

You must have administrator rights within the ActiveCampaign account to manage ACHQ accounts effectively.

For further assistance or detailed inquiries, it is advisable to consult the ActiveCampaign documentation or reach out to their support team. ```