Understand and configure accounts

OneInsight offers the built-in functionality to create named accounts and see all people who are in that account. All people in OneInsight will automatically be added to an account based on their email domain, i.e. the part in the email after the @ symbol. Optionally, accounts in OneInsight can also be assigned a type and a rating.

To enable accounts in OneInsight, you can go to the section “Account Management” in the admin interface. Here you’ll see two tabs to manage accounts: “Configuration” and “Accounts”.

In the “Configuration” tab you can not only activate the account functionality but also create new types or ratings to assign to your accounts.

To create a new type or rating, first click on the respective “Add Type” or “Add Rating” button. This will open a dialog where you can set the name for the type or rating.


Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽