An Account is a school district, ESC, or other organization you work with.
Accounts
School districts and organizations: list, filters, inspect panel, and the account record.
Overview
List
Open Accounts in the rail.
Columns:
| Column | What you see |
|---|---|
| Name | Logo or letter-mark + account name |
| Parent | Parent account when this row is a member |
| Account type | Type, with a header filter |
| Owner | Owner's profile photo only |
| Mentor | Mentor on the account's current program |
| Email / Phone | That mentor's email (mailto:) and phone |
| Programs | Program count, with a header filter |
| Last activity | Date |
Click a name to open the record. Click the row (not the name) to open a preview inspect panel without leaving the list. Click a column heading to sort.
### Filters and saved views
Toolbar: Status — All, Active, Inactive, Archived. Funnel icons on column headings filter Account type, Owner, Programs, and Last activity. Clear filters (to the right of the last funnel) resets those plus Status.
Save filter stores the current chips as a named view. Each chip has a ... menu: Rename, Update, Delete. Click the name to apply it.
Seeded view: Customers (Account type = Customer).
Empty list: "No accounts yet." Filtered empty: "No accounts match your filters." plus Clear filters.
Record
Breadcrumb is Accounts then the school name. No Home crumb. The account name has no subtitle.
Click any editable field to change it. Check saves, X cancels.
### Details (left)
Typical fields:
- Status (Active / Inactive / Archived) at the top of Details
- Account type (required picklist)
- School type
- Direct client (yes / no)
- Online Program IRN (optional integer, max 9 digits, unique when set)
- Website and phone
- Success manager (the user; lists still say Owner)
- Parent account (optional)
- Shipping and billing addresses, including county
- Billing contact (a contact on this account)
Website must be http(s). Aura adds https:// if you skip the scheme. Phone, when present, is 10 US digits and saves as (XXX) XXX-XXXX.
### Right column
- Programs at this account
- People
- In-person visits chart for this account
- School calendars — name/year + URL, add/remove
- Agreements — PDFs grouped by school year
- Activity — notes, tasks, visits, and the rest of the timeline
Pane + buttons (Programs, Files, Notes, Agreements, School calendars) add on that pane. Use the top-bar + for Note, Task, Visit, or Program.
Programs at the account inherit the account logo. There is no separate program logo.