Viewing an Account's Profile

Learn the ins and outs of accounts and user management

Natalie Novick avatar
Written by Natalie Novick
Updated over a week ago

The Accounts tab is where you will find all of your customer account information. Each account will show up under the Accounts section as shown below.

Column headers sort accounts alphabetically or chronologically. You can also utilize the search bar to find a specific company.

Once you click on an account, you can view the following information:

  1. Company Description

  2. NDA Provider and if the NDA has been signed yet

  3. Account members who are associated with this account

  4. Questionnaires that have been uploaded by this account or on behalf of the account

Helpful Account Articles Below

Helpful User Management Articles Below

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