Tool Settings Overview

your ACC data to unlock the full potential of our integrated tools.

Administer your Workflow Advisory account with ease.

The Account Administration module gives you access to account status and settings to manage projects, administrative privileges, and universal search capabilities.

Status

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Universal Search Settings

To enable Universal Search settings, click the Enable ACC/Docs Indexing toggle switch to on. From there, you can Add ACC Hubs to be included for search. Once an ACC Hub is added, you can identify which projects within that hub to be indexed for search. In the project tabular view, select one or multiple projects and then click Apply Indexing. You can also set the toggle switch at the bottom of the page to automatically index a new project.

Add Projects

To add a project to the Workflow Advisory, go to Settings and click on the Add Project button. In the pop-up window, select an ACC Hub, then click in the search field to see projects inside the hub. Select a project and click Add.

Manage WA Administrators

To add a Tenant Administrator, click the Add Admin button. In the pop-up window, identify the new administrator’s name and email address and click Add.