Accounts

How to Create an Account

A new account can be added to Frontline at division level or company level. The minimum permission needed to perform this task is Division Admin.

Step

Action

1

Select Settings > Accounts > (Organization level, if shown) from the LMS module menu.

2

If you have access to multiple divisions or companies, select the division or company where the account you want to add is located.

3

Select  on the toolbar.

4

Enter the Name and Code, maintaining a consistent format with the existing accounts in the company.

5

If you are at company level, select the Division where the account is located from the division drop down.

6

Select  on the toolbar.

Result: The new account is added to the selected division or the default division of the administrator entering the information.

 

Alternate Procedure

Step

Action

1

Select Settings > Divisions > (Organization level, if shown) from the LMS module menu.

2

Select the Division where the account you want to add is located.

3

Select the Accounts tab.

Result: The existing accounts in the selected division are shown, if any.

4

Select  on the toolbar.

5

Enter the Name and Code, maintaining a consistent format with the existing accounts in the company.

6

Select  on the toolbar.

Result: The new account is added to the selected division.