Note: Accounts are part of the optional Supply Chain Management module. If you’d like to use this module, please contact support@isms.online.
Accounts allow you to manage important relationships, contacts, and contracts with the organisations you work with. They provide a central space to store detailed records about your relationship, including any joint initiatives, so all relevant information is in one place.
Navigating to Accounts
You can access Accounts from the Work dropdown menu in the main navigation bar.
Permissions
Overview Permissions
- These allow a user to view all accounts within your organisation.
- See our guide on enabling Account Overview Permissions for a user.
Individual Accounts
- As with other work areas in ISMS.online, you can grant access to specific accounts via the Team page.
Roles
Within the Team page for an account, you can assign specific roles to users:
- Account Lead – Displays in the Accounts Listing and Overview pages.
- Multiple roles can be assigned to a single user.
To assign roles:
- Navigate to the account you want to manage.
- Click Team (top right within the account).
- Click the green pencil icon beside the user’s name.
- Select the roles you want to apply and click Save.
Creating an Account
- From the Work menu, select Accounts.
- You’ll see a list of all accounts you have access to.
- Click Create New Account.
- Enter the account name and any additional details.
- Click Create Account.
Administering Accounts
Accounts work much like other areas in ISMS.online, with tabs for:
- Documents
- Discussions
- Tools
- KPIs
In addition, Accounts include two unique features for managing partner relationships:
- Contacts – Manage individuals associated with the account.
- Contracts – Store and track contract details.
