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Master Accounts

Use the Master Accounts page to view the list of master accounts that you can access. This page is not available if you have access to only one master account.

Sorting Master Account Information

The table contains these columns for each account.

  • Master Account - name of each master account

  • Account ID - a number that uniquely identifies a master account

  • Company Name - company or business name associated with this master account

  • Contact Name - the primary person to contact regarding this master account

  • Contact Phone Number - the phone number for the contact person

  • Account Status - on or off

Click the column header name for any column to sort the master accounts listed in the table by that column. For example, you can sort alphabetically by master account name or by account status.

Viewing Master Accounts

Click the name of any master account to open the Dashboard page for that master account.

Searching for Master Accounts

You can use the search button to find a particular master account. Search by master account name, account ID, company name or contact name. These can be in full or in part. For example, anyone with a last name of Smith or any account ID containing a 4 in it, and so on.

To search for a master account:

  1. In the Login page, enter your username and password.

  2. Click the Login button. The Master Accounts page opens.

  3. Enter the search term that you are looking for in one or more of the search fields.

    • Account Name contains - Enter all or part of the name of a master account.

    • Account ID contains - Enter all or part of the master account id.

    • Company Name contains - Enter all or part of the company name associated with a master account.

    • Contact Name contains - Enter all of part of the primary business contact for the master account.

  4. Click the Search button. The list of master accounts that meet your search criteria will be displayed.

Note: If you have access to one master account, the Dashboard page opens when you log in to your account. You will not be able to open the Master Accounts page.

To learn more about master accounts, see:

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