In this article, we'll cover the basics of creating and managing client accounts.
Step 1. Creating a user account
On the main page, click "Accounts" and then click "Personal".
Click the "Actions" button.
Select "Add Account."
Fill in the account information.
When ready, click "Save & Close."
Archie tip: You can also create an account by clicking the plus sign located in the upper left part of the main page, and then clicking "Create a new user".
Step 2. Understanding user accounts
To review a specific account, on the main page, go to "Accounts" and then select "Personal."
Find the account you want to review, click the three dots next to the status and click "Open."
Archie tip: You can also find an account by going to the search bar in the upper left part of the main menu and typing the name of the account
Now, let's review the different tabs:
General Tab
Contains basic user information.
Use the Tasks & Notes section to add a task or a note for this account, take in mind that only admin accounts will be able to see this information.
Click "Email Activity," to view a list of all the emails shared by the system in the last 30 days
You can confirm the status of each email by referring to the status column, this will help you to identify if there was an error with the delivery.
Use the Documents section to upload any document desired to this account
Bookings (Available only if you have the Archie Desk & Rooms product)
Displays user-related information for these items.
Click "Create a booking" to create a booking for this specific account
Click "Export" to download a file with all the bookings made for this user in the date range selected
Activity Section:
This will be located always on the right.
You can review all activities performed by this account.
Use the dropdown box to choose a specific time range.