The MetraTech Account Manager user interface contains four tabbed menus which appear in the left hand frame of the page—Find Account, Account, Actions, and Administration—and a Menu|Hierarchy switch.
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The options available on each of the menus may be restricted depending upon the Capabilities of the current MetraCare user; see Roles and Capabilities and About Security for details. |
Click to go to:
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Use these fields to search for an account. See Find an Account - Quick or Find an Account - Advanced for details. | |||
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This is the MRU (Most Recently Used) pull-down menu for Accounts. Provides a shortcut to re-open a recently viewed account. (Only visible after you've opened at least two accounts.) | |||
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Click Menu to see the Account, Actions, and Administration menu items. Click Hierarchy to see the Hierarchy Tree View. | |||
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The Account menu becomes active when you search and then find a particular account. At the top, it displays the Corporate Account name and ID, and the account name and ID. If the current account is a folder, an additional menu entry is available: Edit Template. See About Account Templates for details.
FoldersThe Account Menu has additional entries when the current account is a folder:
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The Actions menu contains entries that are not aimed at specific subscriber or CSR accounts.
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The Administration menu contains entries for managing CSR accounts and security.
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You can expand the Hierarchy Tree to show whichever part of a Corporate Hierarchy you wish to view. Things to note about this view:
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