How to set up and manage Accounts

The Accounts feature allows you to group together buildings by customer. When grouped, you can view all the buildings within the account and relative information such as deficiencies, inspections, proposals, etc.. 

Creating Accounts 

From the Accounts tab, select the + New Account option 

Fill in the Account information accordingly and save - Please note that Name is the only information required to move forward, the rest if optional 

You will then be directed to the Account's detail page 

Adding Buildings to an Account 

This can be done two ways ... 

1. From the Account's Detail Page - Select the building(s) from the dropdown and add

2. At the Building Level - Edit the building, select the Account you wish to associate from the dropdown option, scroll to the bottom and Save 

Viewing Account Information

Once created and buildings have been associated, you can view the Account's information by selecting the name from the Account's tab

Here you will see important information for all the buildings associated right in one spot - Inspections, Proposals, Deficiencies to name a few 

Removing a Building from an Account

From the Account's detail page, select the red '-' option to the right of the building 

A green success-bar will appear, indicating you've removed the building from the account

>>>Notes: 

• • If you do not see the Accounts feature in your instance, please reach out to your Customer Success Manager to enable

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen - Click here for more information