Account Management

Viewing the account list

• Manage all accounts registered in your workspace from a single list.
• See at a glance who the owner (the team member responsible for each account) and the primary contact are.
• The number of open channels for each account is also displayed.

Account owners and contacts

1. Click an account to edit its company name or add notes.

2. You can assign primary and secondary owners (from your team) as well as primary and secondary contacts (from the account side).

Viewing an account’s channels

1. See the complete list of channels that your workspace has opened with this account.
   This includes both channels you participate in and channels you don’t.
2. You can also click a channel you’re not part of to preview its conversation and participants.

Adding a new account

Register a new account that isn’t in your list yet, and create a new channel and send an invitation at the same time.