The Account page shows the organisations you belong to in ClientSights, with key details about each one.

You can reach it from Settings in the top navigation, then select Account.

Account List

The page shows a table with one row for each account you have access to. For most users this will be a single row marked Current, representing your organisation's ClientSights account.

Each row shows:

• Name - your organisation's name in ClientSights. Click the name to open Account Details for that account.
• Domain - the primary email domain associated with the account.
• Users - the total number of users in the account.
• Created - when the account was first set up in ClientSights.
• Modified - when the account was last updated.
• Status - whether the account is active or inactive. Use the Show Inactive toggle at the top to include inactive accounts in the list.

Related Guides

Account Details - configure your account's settings, roles, services, and holidays

Team List - manage the people in your account