In order to take any action within the platform, you must have an account set up and configured. Typically, an account represents a business at the highest level. If you only have one business, then you’ll probably just have one account. If, however, you manage or provide services to multiple businesses — like a BPO (Business Process Outsourcing) organization, for example — then you can create multiple accounts for management purposes, with each account acting as a different business you provide services to. Each account can have its own default settings.
Generally, an account will be created for you when you first come on board, and your implementation specialist will walk you through the primary configuration options.
Please note: If your company manages multiple accounts within the system, remember that agent logins cannot be shared across accounts, and agents cannot be logged into more than one account at a time. If you do plan to have agents sharing logins, consider managing your clients via a single account.