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Accounts

Represent and consolidate data about individual end users.

Introduction

16 articles

Key Concepts

Learn about the key concepts, models, and vocabulary around Accounts

Accounts overview Account Types Change Management Platform Connections

Using Accounts

Understanding how to use Accounts

Creating custom Account Types and Fields Using Account Identifiers Configuring Account views with Layout Editor Creating and setting custom Account Statuses Triggering custom Account Actions for each Account type Creating an Account Relation Creating Accounts Merge Accounts Visualizing Account Relationships Using filters and saved views of Accounts Creating a Case from an Account Creating a Report from an Account Creating an Inquiry from an Account

Features

1 articles

Configurations

Learn about the available Account configuration that enable you to set Account Types, fields schemas, layouts, and other useful features of Accounts.

Accounts Field Editor

FAQ

5 articles

Reverification

The most frequently asked Account reverification questions asked by Persona Community members

How do I compare information and reverify individuals using Accounts?Can Persona identify the same user from different Inquiries?Why should you use Accounts to store all of a single individual's PII and information?What is a reference ID?

Account Types

The most frequently asked Account Type questions asked by Persona Community members

What is the default Account Type when creating an Account?