ACHQ - Account overview

The Accounts tab in the ActiveCampaign HQ (ACHQ) partner portal grants franchisor administrators access to details regarding their child accounts. Through Field Settings, admins can customize the displayed information, tailoring each accounts page to meet their specific requirements.

How to Search for Accounts

1. Click on Contacts > Accounts on the left menu.
2. Utilize the search feature to search by any of the following:
   • Name: Type Account name or ActiveHosted
   • Status: Select - All, Active, Inactive, Trial, Deactivated, Pending, Failed Build, New
   • No partners
   • Account Type: Select - All, Clients, Partner, HQ
   • Label

How to adjust the “Column settings and visibility” column Settings

Custom column settings can be applied by navigating to the Settings Icon.

1. Click the “Settings” icon . “Column settings and visibility” will allow the admin to select which account information to view in the main panel:
   
   
    
2. Select the desired information and the columns will appear in the list view.

How to add an Account

Note that this action creates the account in ACHQ only.

1. Click the Add new account button located in the top right corner of the page.
2. Fill out the form with the required information.
3. Click the “Add Paid Account.” button and wait for the credentials to be created.

Here is the “Account details” form and the required information needed to add an account:

Once the form has been completed and submitted, you will receive a confirmation on screen containing the credentials.

How to edit an account

1. Click the account name to launch the account's edit page.
2. Update the form with the desired information.
3. Click “Save changes” button.