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Accounts

Represent and consolidate data about individual end users.

Introduction

17 articles

Key Concepts

Learn about the key concepts, models, and vocabulary around Accounts

Accounts overview11 min read Account Types Change Management1 min read Accounts: Layout Editor3 min read Platform Connections3 min read

Using Accounts

Understanding how to use Accounts

Creating custom Account Types and Fields4 min read Using Account Identifiers3 min read Configuring Account views with Layout Editor3 min read Creating and setting custom Account Statuses2 min read Triggering custom Account Actions for each Account type2 min read Creating an Account Relation5 min read Creating Accounts4 min read Merge Accounts2 min read Visualizing Account Relationships2 min read Using filters and saved views of Accounts3 min read Creating a Case from an Account1 min read Creating a Report from an Account1 min read Creating an Inquiry from an Account1 min read

Features

22 articles

Configurations

Learn about the available Account configuration that enable you to set Account Types, fields schemas, layouts, and other useful features of Accounts.

Accounts Field Editor3 min read Account Filterable Fields1 min read

Layout

Learn about the Account Layout and how to customizing it with modules.

Account: Data Display module4 min read Accounts: Button component2 min read Accounts: Comments Module2 min read Accounts: Info component2 min read Accounts: Layout Resource Modules4 min read Accounts: List Matches module1 min read Accounts: Markdown prebuilt modules2 min read Accounts: Related Cases Module2 min read Accounts: Data Table module5 min read Accounts: Data Table Columns & Data Display Attributes5 min read Accounts: Gallery module2 min read Accounts: Graph module2 min read Accounts: Inquiry module3 min read Accounts: Module Actions3 min read Accounts: Report module3 min read Accounts: Signals module2 min read Accounts: Transaction module2 min read Accounts: Verification module3 min read Account: Event timeline prebuilt modules2 min read Accounts: Account module3 min read

FAQ

5 articles

Reverification

The most frequently asked Account reverification questions asked by Persona Community members

How do I compare information and reverify individuals using Accounts?4 min read Can Persona identify the same user from different Inquiries?1 min read Why should you use Accounts to store all of a single individual's PII and information?1 min read What is a reference ID?3 min read

Account Types

The most frequently asked Account Type questions asked by Persona Community members

What is the default Account Type when creating an Account?3 min read