SB Account Types

Account Types Overview (Manage)

Account Types define different types of accounts (e.g. Non-Personnel and Personnel) using a set of rules and filters, also known as “Scopes”.

Edit Account Types

1. In Manage, select Configuration.

2. Select Account Types.

3. Navigate to the Account Type you would like to edit and select the pencil icon.

4. Select + Add Scope to define the rules for this account type.

5. Select Proceed to Review and Confirm.

6. Select Confirm and Save.