Setting up Accounts
Step 1:
1. Navigate to the Accounts tab on the Company page
2. Create an Account
Step 2:
1. Go to the call maps associated with the account
2. On the Advanced tab, select the Account and Save
** Now that the account has been created and the call map has been added to the account, the only users able to see any data associated with that account are Admins and individual users (e.g. contributors) that have been added to that account (see Step 3).***
Step 3:
1. Navigate to the People tab on the Company page
2. Select the edit icon for the user you would like to be added to the account
3. On the Accounts field, enter the name of the account. Note that users can be added to multiple accounts as needed