Return to main navigation Page
A single Accounts record can be associated with one or more user accounts. The purpose of associations is that they enable you to support Accounts-based functionality. Whenever the system recognizes an association between a user and an Account record, it can trigger Accounts-based functionality. For example, this would allow configuration rules to fire when the associated Account satisfies a rule's condition.
There are two types of association:
When a user logs in, the system looks for an individual association. If one exists, then that informs the system which record to associate with the user. If an individual association does not exist, the system looks for a company association for the user's company. If a company association exists, then that informs the system which record to associate with the user. If neither an individual nor a company association exists for a user, then the user is not associated with any Account record and Accounts-based functionality will not trigger.
Adding an Association
Choose an address from the Associated Addresses drop-down.
Removing an Association
In order to associate a user account with an Account record, the user account cannot be associated with any other record. Therefore, in order to change an association, any existing association must be removed before administrating a new one.
To remove all associations: Click Remove All.