Accounts are commonly added to Fluency through an ingest sheet, but you also have the option to do it manually.
Adding a new account
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click the + dropdown in the top-right, and select Create New Account.
Fill out the form fields (asterisks indicate recommended fields):
Account Settings
Account Name (Required Field)
Advertised Name (Auto-populates but can be edited with an abbreviated name)
Account Budget Settings
Approved Account Budget
Account Preferences
Assigned Users
Domain*
Reverse Sync Method
Vertical*
Account Address and Information
UUID
Time Zone (Required Field)
Business Hours of Operation*
Phone*
Address*
Country (Required Field)
Currency (Required Field)
Click Save and then Exit.
