Ashley DeBon: /* All Accounts / Only My Accounts */

2026-07-17T06:08:24Z

‎All Accounts / Only My Accounts

Ashley DeBon: Created page with " == All Accounts / Only My Accounts == === What is All Accounts / Only My Accounts? === This switch controls whether you see every account available to you, or only account..."

2026-07-15T09:05:42Z

Created page with " == All Accounts / Only My Accounts == === What is All Accounts / Only My Accounts? === This switch controls whether you see every account available to you, or only account..."

New page

== All Accounts / Only My Accounts ==

=== What is All Accounts / Only My Accounts? ===

This switch controls whether you see every account available to you, or only accounts assigned to you.

=== How to navigate ===

'''[[Accounts]]''' → segment control '''All Accounts''' / '''Only My Accounts'''
(Usually shown with Filters / account list header.)

=== Using All Accounts / Only My Accounts ===

# Open Accounts.
# Select '''All Accounts''' to see all accessible accounts.
# Select '''Only My Accounts''' to see only accounts assigned to you.
# Search and filters apply within the selected segment.

=== Features include ===

* '''All Accounts''' – Full list based on your security access.
* '''Only My Accounts''' – Accounts assigned to your user/sales rep.
* '''Security dependent''' – What you can see depends on company permissions.

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 == All Accounts / Only My Accounts ==
+[[File:app_allaccounts.png|200px|thumb|right|Callproof Mobile App Accounts Page]]
 === What is All Accounts / Only My Accounts? ===

All Accounts / Only My Accounts - Revision history

Ashley DeBon: /* All Accounts / Only My Accounts */

Ashley DeBon: Created page with " == All Accounts / Only My Accounts == === What is All Accounts / Only My Accounts? === This switch controls whether you see every account available to you, or only account..."