🔎 How to use Account Management in the Enterprise account

Account Management lists all the accounts in the group, including the parent account, and is where you search, create, open, link and unlink each one. 🔎

🔍 Search

Type in the Search by name, subdomain or email box. The search finds the company name, subdomain, tax ID and the account owner's email, even with only part of the text.

🎛️ Filter and sort

Control	Options
Period	The same as in the Overview: sets the period for the documents shown
Status	All, Linked or Unlinked
Document activity	All accounts, Issued documents in the period or No documents in the period
Sort by	Documents, Last activity or Name. "Reverse order" flips the direction
Accounts per page	10, 20, 50 or 100

📋 What each row shows

Column	Meaning
Account	Name and subdomain. The parent account has the Parent account label; test accounts have Sandbox
Status	Account status (Active, Suspended or Cancelled) and whether it's Linked or Unlinked to the group
Documents	Documents issued in the chosen period
Last activity	Date of the most recent document
Actions	Open, Details, Unlink or Link

Details opens a panel with the tax ID, subdomain and email, the account creation date, the date it joined the group, the number of users and, for the period, the documents, the share of the group's documents and the revenue.

☑️ Selecting several accounts

Tick the boxes to the left of the rows. A bar appears with "N accounts selected", Clear selection and Select all N accounts (all pages), and the button to unlink or link all of them at once.

💬 Frequently asked questions

❓ Can I search by tax ID?

Yes. The search finds the company name, subdomain, tax ID and the account owner's email, even with only part of the text.

❓ How do I see only the unlinked accounts?

Under Status, choose Unlinked.

❓ How do I tell which is the parent account and which are test accounts?

In the Account column, the parent account has the Parent account label and test accounts have the Sandbox label.