Create An Account

Create an account when a customer needs a login managed under your partner workspace.

​

Open The Drawer

1. Open Partners.
2. Go to Accounts.
3. Click Create Account.

The drawer opens from the side so you can add the account without leaving the accounts list.

​

Account Fields

Name is the customer’s display name. Username creates the account username. Plato keeps the workspace URL prefix visible while you type. Email is the sign-in and notification email for the account. Password can be typed manually or left empty when you want Plato to generate one. Use the shuffle button when you want a new generated password. Workspaces lets you connect the account to one or more partner-owned workspaces right away. You can also leave it empty and add the account later from a workspace.

​

Create The Account

After the required fields are ready, click Create. Plato may ask you to confirm your own password before the account is created. This confirmation protects customer access changes. After the account is created, it appears in the Accounts list.

​

When To Assign Workspaces Now

Assign a workspace during account creation when you already know where the customer belongs. Leave workspaces empty when the account needs to exist first, or when another teammate will decide access later.

​

Editing Later

After creation, use Edit Account from the account row actions menu to update the same profile fields and workspace access.