Customizing the list of accounts

As an administrator, you can define and control which accounts are visible and available for users to select when they view the account dashboard data.

1. Log in to Order Hub.
2. From the main menu, select Dashboards > Account.
3. Scroll down the summary page and click Configure data.
4. Download the accounts.json file by going to the Accounts row and clicking Default data in the Data showing column.
5. Open and modify the accounts.json file to add an account name and save the file.
6. Upload the new accounts.json file by going to the Accounts row and clicking Select file.
7. Go to the accounts.json file that you want to upload and click Open. The Configured data window shows Uploaded data in the Data showing column for the widget.
8. Click Close.
9. Scroll back up the page and click the down-arrow next to the Account field. You can now select and view the new account data on the dashboard.
   Note: The account ID now links all data in the JSON file to the account. To change the list of account names, update the account name in the account.json file and leave all other data unchanged.

   Note: You can always return to the default settings scrolling down the summary page, clicking Configure data, and then Reset in the Reset to default column for the widget.