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Accounts Overview

The Accounts section provides all tools needed to manage your client accounts, users, and permissions. Create and maintain business accounts, set up user access, organize accounts with lists, and handle multi-location businesses.

Account Management​

Manage Accounts​

Create, edit, and maintain business accounts:

  • Create accounts individually or bulk import from CSV
  • Edit account details like address, categories, and settings
  • Search and filter accounts by location, products, or status
  • Manage products - activate, change editions, or cancel services
  • Delete accounts and resolve duplicates

Directory​

Find and classify businesses accurately:

  • Search businesses to pre-fill account details
  • Set business categories for proper classification
  • Handle duplicates to keep data clean

User Management​

Manage Users​

Create and configure user accounts:

  • Create user accounts for client access
  • Add users to accounts with appropriate permissions
  • Configure permissions for Business App access and features

Manage Business App​

Support client dashboard access:

  • Find Business App URLs for each account
  • Enable customer access and send welcome emails
  • View as customer for troubleshooting support

Organization & Automation​

Account Lists​

Group business accounts for administrative bulk operations:

  • Create account lists for listing management, billing, and service administration
  • Add/remove business accounts for administrative grouping
  • Run bulk administrative actions like exports, product activation, billing updates, and directory management

Multi-Location Groups​

Manage businesses with multiple locations:

  • Create location groups for centralized management
  • View consolidated reporting across all locations
  • Manage reputation and NPS data
  • Access analytics for multi-location insights

Common Tasks​

Getting Started:

  1. Create accounts using Directory search for accurate business data
  2. Set up users and assign them to appropriate accounts with proper permissions
  3. Organize accounts into account lists for administrative operations and bulk management
  4. Configure Business App access so clients can use their dashboard

Ongoing Management:

  • Search and filter accounts to find specific businesses quickly
  • Update account information as business details change
  • Manage products by activating, changing, or canceling services
  • Use account lists for bulk administrative operations like exports, product changes, and billing updates
  • Monitor multi-location groups for consolidated insights

Support Tasks:

  • Find Business App URLs when clients need access help
  • View as customer to troubleshoot their dashboard experience
  • Resolve duplicates to maintain clean data
  • Update user permissions when roles change

Each section includes step-by-step guides and troubleshooting information to help you efficiently manage your client accounts and users.