Manage Your Accounts

Managing Accounts allows your team to view dashboards, edit account details (including plan changes for individual accounts), or delete accounts, giving you full control over account settings.

Manage Your Accounts

1. Open the Master Account Settings. Select "Manage Accounts".
2. From the Accounts section, you can:
   • Add Account: Click the orange "Add Account" button in the top-right corner to create a new account.
   • View Dashboard: Select the Report icon to open the Dashboard page of the account, showing a quick performance overview using the data of all Profiles within the Account.
   • Edit Account: Select the Pencil icon to change the account name, website URL, category, sub-category, and, if using Individual Plans, the account plan.

   

3. Delete Account: Select the Trashcan icon.
   • If you're on an Individual Business Plan, this action cancels the account.
   • If you're on an Agency Plan, it permanently removes the account.

Related Topics

• Create a New Account
• What is an Account?
• Manage Your Master Account
• Manage Your Profiles
• What is a Profile?