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Account Management

This guide explains how to access and manage accounts in the Family Navigator application, including creating, editing, and deleting accounts.

Accessing Account Management​

  1. Log in to the Family Navigator application.
  2. Navigate to the Account Management section from the main menu or dashboard.

Account Management page

Creating an Account​

Step 1: Open the Add Account Form​

Click the "Add Account" button located at the top right of the Account Management page.

Add Account button

Step 2: Fill in the Account Details​

The form will open in a sidebar. Fill in the following required fields:

  • Account Name: Enter a unique name for the account (max 50 characters).
  • Version: Specify the version number or identifier (max 50 characters).
  • Description: Provide a brief description of the account (max 210 characters).
  • Industry: Select the industry from the dropdown list.
  • Revenue: Select the revenue range from the dropdown list.
  • Employee Size: Select the employee size category from the dropdown list.
  • State: Select the state or region from the dropdown list.
  • Enterprise Generation: Select the enterprise generation from the dropdown list.

Optionally, check "Create new version from a previous account" to base the new account on an existing one, then select the previous account.

Add Account form

Step 3: Submit the Form​

Click the "Add" button to create the account. You will see a success message upon completion.

Account created successfully

Editing an Account​

Step 1: Locate the Account​

Find the account you want to edit in the accounts table. You can use the search bar to filter accounts by name or description.

Step 2: Open the Edit Form​

Click the "Edit" button (pencil icon) in the Actions column for the desired account.

Edit button in table

Step 3: Modify the Details​

Update any of the fields as needed. You can also toggle the "Is active?" checkbox to activate or deactivate the account.

Edit Account form

Step 4: Save Changes​

Click the "Update" button to save your changes. A success message will confirm the update.

Adding Email Addresses for Notifications​

Step 1: Locate the Account​

Find the account for which you want to add notification email addresses in the accounts table.

Step 2: Open the Add Emails Form​

Click the "Add Emails" button (mail plus icon) in the Actions column for the desired account.

Add Emails button in table

Step 3: Add Email Addresses​

In the sidebar that opens:

  • Enter an email address in the input field.
  • Click "Add" to include it in the list.
  • Repeat for additional email addresses.
  • You can remove emails from the list by clicking the X next to each email.

Add Emails form

Step 4: Save the Email List​

Click the "Save" button to save the notification email addresses for the account. You will see a success message upon completion.

Deleting an Account​

Step 1: Locate the Account​

Find the account you want to delete in the accounts table.

Step 2: Initiate Deletion​

Click the "Delete" button (trash icon) in the Actions column for the desired account.

Delete button in table

Step 3: Confirm Deletion​

A confirmation modal will appear. Click "Confirm" to permanently delete the account.

Delete confirmation modal

Step 4: Deletion Complete​

The account will be removed from the list, and you will see a success message.

Additional Features​

  • Search: Use the search bar to quickly find accounts by name or description.
  • Status: Accounts can be active or inactive. Inactive accounts may have limited functionality.
  • Versioning: You can create new versions of accounts based on previous ones to maintain history.

Troubleshooting​

  • Form Validation Errors: Ensure all required fields are filled and meet the character limits.
  • Duplicate Names: Account names must be unique within the workspace.
  • Permission Issues: Make sure you have the necessary permissions to create, edit, or delete accounts.