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A customer account groups the properties and data a user can access. The Customer Accounts tab in the Admin area lets you review which accounts exist and who is assigned to each. Use this article to check account membership before inviting or editing users.
The Admin area is available only to group admins. If you don’t see Admin in the sidebar, your account isn’t a group admin. Ask an existing admin in your organization, or get help.

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Open the Customer Accounts tab

Select Admin in the left sidebar, then open the Customer Accounts tab. Each account appears as an expandable section showing the account name, a count of assigned users, and — when expanded — a table of those users with their roles (Consultant, Client, or Unassigned).

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Find an account or user

Use the search box at the top of the tab to filter the list. It matches on:
  • Account name, and
  • The email address of any user assigned to an account.
Only the accounts that match your search remain visible.

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Change who’s assigned to an account

The Customer Accounts tab is a read-only view of account membership. To change which accounts a person can access, edit the user instead:
1

Go to the Users tab

In the Admin area, open the Users tab.
2

Edit the user

Open the actions menu on the user’s row and select Edit.
3

Update their customer accounts

Change the Customer Accounts selection, then select Save Changes.
See Manage users in your organization for the full edit flow.