Accounts Home
Click Home to view the Managed Accounts, requests for Managed Accounts, and their approval status in the application. The tabs on the Home page, access the following areas of functionality for Managed Accounts: Accounts, Requests, and Approvals.
Account features on the Home page include:
- Account Discovery, where administrators can import accounts using predefined workflow templates
- Account Migration, where administrators can move existing accounts to different workflow templates or between different versions of a template
- Bulk Renew, that allows updating of Managed Accounts that are within their review period
The tabs on the Home page include:
