Creating New Accounts

Creating New Accounts

If you're a Headquarters Administrator, you have the ability to create new Accounts.
  1. Select Headquarters at the top center of the screen
  2. Go to Accounts in the left menu bar
    1. Click the + Create Accounts button

  1. Enter the Account name and, optionally, address and phone number. Click the Save and Continue button.
    1. All Account names must be unique. If you enter a name that already exists, you'll receive an error message.
      NOTE: If you need help connecting to an existing Account, contact SiteOwl Support.

  1. Next, you'll be asked to assign members of your team to act as Account Administrators who will be able to invite other users, add plans, and create projects for that Account. Click the Save and Continue button. 

  1. Next, you have the opportunity to import Favorites from another Account.

  1. Once completed, the new Account will be added to Your Accounts list. 



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