Product documentation for managing accounts as an administrator.
- Accounts Overview
- Introduces administrators to accounts, the difference between rollup accounts, root accounts, and account groups, and the different Adaptive accounts: general ledger accounts, custom accounts, metric accounts, and cube and modeled accounts.
- Account Settings and Fields
- Provides links to the account settings and fields for each account type: general ledger, custom, metric, assumption, and account groups.
- Linked Accounts Overview
- Introduces administrators to "Linked Accounts" using the account Type setting, Link . Explains how and why to link general ledger, custom, and standard cube accounts so that the accounts share data.