Create accountsLast Updated: October 10, 2019
In the “Accounts” tab in the section “Account Management” you can create or edit named accounts. Named accounts are identified by the email domain of the person and can be assigned a type and rating.
To add an account, first click on the “Add Account” button. This opens a dialog where you can set the following settings:
- Name: This name is the display value for an account that is shown for people in OneInsight that are assigned to this account
- Value: Since accounts are identified by email domain, you need to specify the email domain of this account. OneInsight will then automatically assign people to this account if their email domain matches this value, e.g. if the person’s email is “email@example.com” and the account value is set to “doe.com”. You can separate multiple email domains with commas.
- Type / Rating (optional): Select the type and rating if you have set them up.
To edit an account, simply click on an existing account and adjust the settings mentioned above.
Alternatively, you can also create and edit named accounts directly from the user interface. If the account feature in OneInsight is activated, you can click on any company/account, e.g. in the best bets view or in the person detail page, and see all people with the same email domain. If you want to create a new named account, you can click on the “Create account” button in the upper right corner of your screen.
All named accounts that you or your colleagues have created will then show up in the named account list.