Difference between revisions of "Create a New Account (Advanced)"

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(Customer Account)
(Customer Account)
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===Customer Account===
 
===Customer Account===
  
Here you can enter all the customer contact information. If you have multiple panels added to the account, you can add more contact cards by selecting "add" from the bottom of the screen.
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Here you can enter all the customer contact information. If you have multiple panels added to the account, and you wish to have separate contact information for each one, you can add more contact cards by selecting "add" from the bottom of the screen.
  
 
===Account Group===
 
===Account Group===

Revision as of 13:55, 2 April 2009

When you are creating a new account, you have several advanced options that you can use

To access the Advanced options, you can either hit the "Advanced" button in the create new account screen, or you can right-click on the account that has already been created and select properties.

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Advanced Settings

When you go to the advanced settings, a 2-pane window will appear.

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The first menu on the left will be "DLS IV Account". This menu branches off into:

Customer Account

Here you can enter all the customer contact information. If you have multiple panels added to the account, and you wish to have separate contact information for each one, you can add more contact cards by selecting "add" from the bottom of the screen.

Account Group

This is where you can specify which group the account will belong too

Panels/Modules

DLS IV now gives you the ability to add multiple panels to a single account.

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