ACHQ - Accounts 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.

We provide a breakdown of each section of the Account list view and include insights into its purpose:

1. List the status of each account which includes Active, Inactive, Trial, Deactivated, Pending, Failed build, and New.
2. This provides the type of account which includes Client, Partner, and HQ.
3. Provides the type of plan which includes Paid, Trial, and Sandbox.
4. Provides the ability to sort by account Label.
5. More filters which include Term, Tier, and Hidden accounts.
6. Sync now button provides an instant method of syncing data to child accounts.
7. Export the account list as a CSV file.
8. Primary account - is the account that is nominated by the ACHQ administrator to build, templates, message variables, SMS broadcast messages, Deals and other assets and sync them to child accounts.
9. Configure the columns of data you want to display in the account list view
10. Login directly into your child accounts.

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.