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Adding new accounts via Manage

Manually add accounts in Manage.

Accounts are commonly added to Fluency through an ingest sheet, but you also have the option to do it manually.

Adding a new account

  1. Hover over Manage (globe icon) in the left menu, and select Accounts.

  2. Click the + dropdown in the top-right, and select Create New Account.

  3. Fill out the form fields (asterisks indicate required fields):

    • Account Name

      • Account Name*

      • Advertised Name (Auto-populates but can be edited with an abbreviated name)

    • Automation Settings

      • Assigned Users

      • Reverse Sync Method

      • Read Only

    • URL Settings

      • Domain

      • Website Provider

    • Identification Settings

      • UUID

      • Vertical*

    • Time Zone / Currency Settings

      • Business Hours of Operation

      • Time Zone

      • Currency

    • Contact Settings

      • Phone

      • Contact e-mail

    • Address Settings

      • Address

      • Country

  4. Click Save or Save and Create Budget.

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