_bm0 Default Account

Top  Previous  Next

By default, each client has one account named "Main" with Default status. Default account has the following important properties:

Default account cannot be deleted;
If any other account is being deleted, all projects contained within this account are automatically assigned to default account;
Any new project, unless it is being created by an account manager is automatically assigned to a default account;
There always must be a default account for each of the clients;
There cannot be more than one default account.

Default account is marked as such:

On the Client Accounts tab of Client window Main tab.
On the Select Client Account dialog window, which can be opened by clicking Client Account button in Edit Project window.
On the same dialog, but opened when clicking Client Account button in Project window Main tab.
In the Assign Account Managers window, which can be opened by clicking Account Managers button on the Client Profile tab on Client window Main tab. (this option is available only for users with production manager access rights)

 

Assigning default account

Any existing account can be made default. Since there can only be one default account, previously assigned default account will automatically loose Default status..

_bm3 Note: Only users with "Advanced" (production manager) access rights can set Default status of an account.

To assign a Default status to an existing account:

1. Open Main tab of Client window.

2. Select the Client, to which you wish to set default account.

3. Click Client Accounts tab.

4. Double-click the required account, (alternatively, you can select the required account and click Edit button).

5. Select check box Default Account in Edit Client Accounts window.

Selected account will then be set as default account for this client.