Manage Accounts

• Accounts in CarbonView are used to represent groupings of entities. e.g. An individual business unit or a collection of entities that are similar.
• The purpose of Accounts is to enable Restricted Users to only have access to the entities designated within an Account that they have been assigned to.
• Accounts are setup in CarbonView's Account Register and assigned to Restricted Users.
• Note: A Restricted User cannot login to CarbonView unless they have been assigned to an Account.
• Admin users create and manage accounts.

Admin users navigate to Admin menu > Users > Manage Accounts

To create a new account:

1. Click on the “Create Account” button in the top right corner.

2. Complete the Add Account form with the following information (mandatory fields are required only)

a. *Account ID - unique combination of letters and numbers to identify the account added. Note: The Account ID is only created once and cannot be changed.

b. *Account Name - name given to identify the account.

c. Description - a brief description or additional information about the account.

3. Select from the following options:

a. Click the Save button to save the account's information. The newly created account is added in the Accounts List displayed on screen.

b. Click the Cancel button to abort the account creation process and return to the Manage Accounts page.

• Once an Account has been created, you can now assign Entities to it.
• Click on the Assign Entities tab within the Update Account page
• Entities which are already assigned will appear under the “Assigned Entities” header.
• Entities which are available for assigning will appear under the “Available Entities” header.
• Search for the entities you wish to assign and click “Add”.
• Note: If you wish to add a whole business unit, simply search for and add the parent business unit entity and all sub-entities will automatically be assigned.

• Once an Account has Entities, you can now assign it to Users.
• Click on the Assign Users tab within the Update Account page
• Restricted Users who have already been assigned will appear under the “Assigned Users” header.
• Restricted Users who are available for assigning will appear under the “Available Users” header. Note that only Restricted Users will appear here.
• Search for the user you wish to assign and click “Add”.