Viewing Account Details

 

The Account Details section is where general account-level settings are managed.

 

Accessing Account Details

Step 1 - Log into the Admin Console  
Step 2 - Click on the Account Details link in the left hand navigation

Step 3 - On the Account Details page, there are 5 tabs:

  • Overview
  • Salesforce
  • Licensing
  • Logs
  • Integrations
  

 

Overview tab

Related articles:

1Overview.png

Click the Add User button to manually add a user to your Revenue account:

2AddUser.png

3CreateNewUser.png

 

Licensing

The Licensing tab is where product licenses can be managed and requested.

Related articles:

4Licensing.png

 

Logs

The Logs tab is where account logs can be viewed.

Related articles:

5Logs.png

 

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