Knowledge Base > Account Management
- What is Account Management?
- Who can view the account information?
- What is "Account's Activity" in account management?
- Where can I update my account information?
- What is Account Management?
Account Management shares workspace member, customer and supplier account among the entire organization. It does allow user to share account information and activities of customers and partners at organization-wide level in corporate workspace.
- Who can view the account information?
All corporate workspace members are allowed to view the account information. A project member can only view member's contact information of the same project. For account in individual workspace, it's only accessible by workspace owner.
- What is "Account's Activity" in account management?
Account's activity is another feature where you can keep track activities between you and your customers. You can publish your activities and view it in the online event calendar.
- Where can I
update my account information?
You can update your personal account information under the "Setting" module in Corporate workspace. Click "My Profile" to edit you personal account information.