Setting up the list of accounts

Administrators can set up the list of accounts that account managers can select from for their account dashboard views.

1. Log in to Order Hub.
2. From the main menu, select Dashboards > Account. The first time that you select this option, you see the Account dashboard setup page.
3. Click Select account.
4. Select the enterprise that you want to view the dashboard for. You see a list of the available accounts for that enterprise.
5. Select the customer accounts that the user owns or manages by checking the check boxes of those accounts. As you select customer accounts, you see that the account names are listed under Selected accounts.
6. Rearrange how the account names are displayed in the menu by clicking the grip icon and dragging the name to the position that you want.
7. Click Save and go to dashboard.

Results

The system saves the account selections that you just made to your profile. The next time that you log in, you see that those customer accounts appear as your accounts.