Facility Accounts may be set up for individual People (i.e. the general public) or for Organizations. When setting up an Organization with a Facility Account, members of the Organization may be listed as contacts for specific Facility Requests on the account to ensure the correct person is affiliated with that request.
Members of an Organization that have a Facility Account may also be granted access to manage the Organization's account and requests online (or that option can be disabled).
If you remove a Facility Account, it will not remove the history related to that account (previous requests will show under the Facility Requests tab, payments will be visible under the Payment screen, etc). You can also un-delete a removed account should you need to reactivate it for any reason.
Follow these steps to adding a Facility Account:
- Make sure the person or organization has been set up under Contacts > People or Contacts > Organization. Select here to access more information on adding People or Organizations
- Point to Facilities.
- Select Accounts.
- Select Add Account.
- Complete the New Account Form.
- Select Create.