Add an Account When Creating a Job

You can create Accounts via the Account section under Settings, or when you enter a Job. Once you create an Account it will be available to you for any Job you enter or have entered. See Related Articles below for more information.


Create an Account When Creating a Job

  1. Click on Jobs from the left side navigation.
  2. Click the +Create icon to create a new Job.

    create a new Job

  3. In the Create New Job box, click the More icon (...)  next to the Account field.

    image more icon

  4. From the Select Account box, click the Create icon (+) to create a new Account.Enter the new Account name and click Save.

    image create icon in account page

  5. You will return to the Create New Job box, enter the Job name then click Save.
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