Account Management Widget

Available 7.4+

Use Account Management widget to manage and access account information from any page. This provides access for those without permission to view the Control Panel.

Adding the Account Management Widget to a Page

  1. Create a new page or start editing one.

  2. In the Fragments and Widgets sidebar, look for the Account Management widget. Drag and drop it into the page and publish the page.

    Locate the widget and drag it to the page.

  3. A list of Accounts should now be displayed by the widget.

Using the Account Management Widget

The widget displays the accounts the current user can access. Use Filter and Order or the search bar to locate specific accounts quickly.

The account management widget displays different accounts.

  1. The widget displays the following information:

    ColumnDescription
    NameAccount name
    IDAccount ID
    OrganizationsAssociated organizations
    TypeAccount type (i.e. Business, Guest, Person)
    StatusActive/Inactive
    SelectedThe account selected for the current site
    Note

    When users have access to multiple accounts, the selected account is the one they’re managing currently. This selection affects account-specific settings such as pricing and order information.

  2. Click Actions (Actions icon) for the account you want to edit or manage. The following choices are available:

    ActionDescription
    EditUpdate account details.
    Manage UsersManage users associated with the account.
    Manage OrganizationsManage the organizations the account is assigned to
    DeactivateDeactivate the account.
    DeleteDelete the account.

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