Concepts

The key ideas in your account: what your account is versus an organization, your profile, how the dashboard is organized, and how your resources are separated from your customers'.

Understand how your account is organized before working with it: what your account is, what an organization is, how the dashboard is structured, and why many screens separate yours from your clients'.

Here’s the why, without steps.

Looking for the step-by-step? You’ll find it in How-to. Here we explain what each thing is and how it fits together.

Explore the concepts

My Profile

The personal side of your account: your data, your security, your organizations, and your activity, in four tabs.

Account and Organization

What your account is, what an organization is, and why the same user belongs to several with a different role in each one.

How the Dashboard Is Organized

The three levels of the menu and the difference between your global view and that of a single organization.

Your Resources and Your Clients'

Why several Home screens separate what belongs to your organization from what belongs to your clients into two tabs.

Glossary

The terms that appear most often in the Account documentation, with a brief definition.