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Access Account Information

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Access Account Information
Access-Account-Information
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This topic is part of a series of articles about the Precisely Customer Community. For the complete list of topics, you can visit: How to Access and Use the Precisely Customer Community.

Each Precisely Customer Community / Partner Community user has a single direct (or primary) Business Account relationship. However, you may also see a relationship to a Support Site Account (a subset of the Business Account). When your Business Account purchases an Asset or a Service Contract, that purchase information is tied to a Support Site Account so that all support details (for example, Cases raised and closed) can be tracked in one location.

To access a list of your Account relationships, select the "My Account" tab and choose "Accounts" from the dropdown menu. By default, the view will show all the Business Accounts you have a relationship with. You can update this view by selecting the down arrow next to the view name and choosing another option (My Support Sites, for example).

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To access more specific Account information, select the "Account Name". This page shows the Shipping Address and Primary Contact for the Account.

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You can scroll down on the Account page to see a list of all Assets and Service Contracts related to the Account.

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