Assign Child Accounts per User with 'Viewable Accounts'

What is it?

Previously, all Command Center users could view all customer accounts ("child accounts").

With Viewable Accounts, Command Center Admins can now control which users can view and manage which child accounts.

• Command Center Admins can always view all child accounts
• Command Center Users can be assigned some, all, or no child accounts

What do users see by default?

Command Center Admins will see all current and future accounts. Command Center Users do not see new accounts until they are assigned to them.

How do I add and assign Viewable Accounts?

Viewable Accounts follow a similar workflow to Viewable Groups:

1. First, you create the Account
2. Click Add Customers
3. Create the new account

4. Then you assign it
5. Click Account Users
6. Under the 'Viewable Accounts' column, click the value for that user
7. In the pop-up window, select the desired accounts and hit Save