Account Management

Navigation
To access Request, select the setup COG > Account
Overview
Use the Account feature to manage licenses and user accounts.
• License Management
• User Management
Fields
Ftp Server		Username	Password
License Management
Overview
Sites are managed using the Site Management form.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
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Tasks Tab
Overview
Tasks are managed using the Task Management form.
• Use the More drop-list to add a new task
• Select Edit in the results grid to rdit an existing task.
• Select Replicate in the results grid to replicate the task.
• Select Remove in the results grid to remove the task.
Fields
Task Type	Task Desc
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Contacts Tab
Overview
Contacts are managed using the Contact Management form.
• Use the More drop-list to add a new customer contact
• Select a site in the Results Grid to edit the site.
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Notes Tab
Overview
Notes are managed on the Notes Tab.
• Use the More drop-list to toggle the form to add a new customer note.
• Use the More drop-list to toggle the form to search for an existing customer note.
• Click the Edit option in the Results Grid to edit an existing customer note.
• Click the Remove option in the Results Grid to remove an existing customer note.
Fields
Category
Note
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Documents Tab
CustomerDocsTab ccexpress.png
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new document using the Documents Management form.
• Click the View option in the Results Grid to edit the document in the Documents Management form.
• Click the Remove option to remove the selected Document.
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Invoices Tab
CustomerInvoiceTab ccexpress.png
Overview
Invoices are created using the Job Management form.
• Select an invoice in the Results Grid to view or edit an invoice.
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Agreements Tab
CustomerAgreementTab ccexpress.png
Overview
Agreements are managed using the Agreement Management form.
• Select an agreement in the Results Grid to edit the selected agreement.
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