Chatmeter accounts are the logical containers for users, locations, and groups managed through Chatmeter. Depending on the size and structure of your business, you may have one or more accounts. In this article, you’ll learn how to use the Accounts settings in LocationHQ to add, edit, or remove your business accounts.

In most cases, your accounts will have been set up for you by the Chatmeter team during the onboarding process. If you need to make changes to the accounts, you need a user role with three permissions:

• Account Management
• Add Account
• Delete an Account.

For information about roles and permissions settings, see Managing LocationHQ Roles (User Types).

You can see a list of your business accounts on the Accounts page in Settings (cog icon) > Accounts. In this example, the business locations are divided into two accounts, one each for domestic and international locations.

Adding accounts

To add an account, follow these steps:

1. To access the Accounts page, go to Settings (cog icon) > Accounts.
2. Select Add New Accounts to display the Add Account page.
   
   
3. Add the Account Name.
   
   
4. If you have a client account identifier you’d like to use, add it to the Client Account Id field.
5. Select Save. Now your new account shows up on the Accounts page.
   
   

Editing accounts

To edit an account, follow these steps:

1. To access the Accounts page, go to Settings (cog icon) > Accounts.
2. Find the account you’d like to edit by searching by name or scrolling. Select the Edit Account icon (pencil) from the Actions section to display the Edit Account page.
   
   
3. Add or change information as needed.
   
   
4. Select Save Changes. Now your changes show on the Accounts page.
   

Deleting accounts

To delete an account, follow these steps:

1. To access the Accounts page, go to Settings (cog icon) > Accounts.
2. Find the account you’d like to delete by searching by name or scrolling. To delete the account, select the Delete icon (trash can).
3. Select Remove to respond to the confirmation dialog.
   
   Now your changes show on the Accounts page.