Overview
In Solo 2.0, accounts represent clients, groups, or organizations configured within the system. Users typically begin account-related work by searching for an account and reviewing its details, including account configuration, associated plans, and contact information.
This article provides a high-level overview of how users commonly locate an account and what information is available once an account is opened. Detailed, step-by-step instructions are linked below.
How Users Typically Find an Account
Users generally search for an account in Solo 2.0 using one or more identifying details, such as:
Account name
Account ID
Client or group identifiers
Other configured account attributes
Available search fields and results may vary based on configuration and user role.
What You Can View from an Account
Once an account is located and opened, users can typically view:
Account details and identifiers
Associated plans and plan design information
Account-level configuration and settings
Linked contacts or stakeholders
Navigation to additional account-related actions
Access to specific sections depends on permissions and account setup.
Related Tasks and Detailed Guides
Use the following articles for step-by-step instructions and deeper detail:
Notes
Not all users have access to all account information.
If an account cannot be located using expected criteria, verify access permissions or account setup.