# Accounts
This app manage the list of portal accounts
## Create account
* Click create icon
* Set the configuration
* Email: the email of the account to be created
* Request verify email: the account is active only when the user verifies via email
* Full Name: Full name of account
* Gender: select Male or Female
* Account type has account and manager account
* Account is a normal account that has permissions only when manager account grants them
* Manager account has a primary account that has authority to grant permission to others
* Click SAVE
## Account Details
Click on Name of account on datagrid will display account detail page.
There are 3 tab in account detail page: Summary, Permission, Account sharing
### Summary
The summary tab displays basic information of the account.
* Click on button to change information.
* Click the Switch button  to enable 2-step authentication to secure your account. To know further details, click [here](https://docs.antsomi.com/cdp-365-user-guide-en/cdp-365-introduction/cdp-365s-interface#two-step-authentication).
### Permission
Permission tab includes the role in which the account is granted
You can assign permissions to the account by selecting roles or assigning permissions directly by Function Permission
#### Roles
* List Roles: display the list of roles in the [Roles app](https://docs.antsomi.com/cdp-365-user-guide-en/portal-settings/general-setting/roles). Click on to select role for account.
* Selected Roles: displays a list of roles assigned to this account. Click on to remove selected roles.
* Click on Dropdown in role will show options to choose permission
* Permission Only: only have view/edit permission on the menu by role
* Grant Permission Only: You can only assign view/edit permissions on the menu by role to another account
* Both: have permission and grand permission on menu by role.
{% hint style="info" %}
Super Admin: This is the role that has permission to everything on all menus on the portal.
Public: By default, when a new account is created, it will have the Public role. That account will have view rights on some menus.
{% endhint %}
#### Function Permission
Displays a list of menus and the corresponding permissions on that menu.
The table contains the following columns:
* Menu: List of menu in poral
* Roles: roles to which this account is assigned
* Permission: Account permissions on the menu. There are two permission: View and Edit.
* Click on dropdown list View will show options:
* None: user can't see this menu.
* Created by user: account only can view data created by themselves
* Management by user: account can view data of accounts managed by this account
* {Permission}(via Role): view permission is granted by role
* Everything: Account can see all data in this menu.
* Click on dropdown list Edit will show options:
* Everything: Account can edit all data in this menu. This option only display when View select Every thing.
* Management by user: account can edit data of accounts managed by this account. This option only display when View select Every thing and Management by user
* Created by user: account only can edit data created by themselves. This option only display when View select Every thing, Management by user or Created by user.
* None: account can't edit in menu. This option display when View select Everything, Management by user, Created by user or None.
* {Permission} (via Role): permission is granted by role
### Account Sharing
Account sharing tab manages the emails which have the right to use this account
* Click on to add account access
After clicking **+ Users** will show the **INVITE OTHERS TO ACCESS THIS ACCOUNT** section
* App: Select the app that the account access can access.
* Email address: Enter the email of the account access. This email must exist in the portal's account list
* Name: name will load by email
* Access level: Includes 2 options:
* Administrative access: Has the same permissions as the main account on the selected app.
* Read only access: Only view permission as the main account on the selected app
Click on Send invitation to send email to account access
---
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* Set the configuration
* Email: the email of the account to be created
* Request verify email: the account is active only when the user verifies via email
* Full Name: Full name of account
* Gender: select Male or Female
* Account type has account and manager account
* Account is a normal account that has permissions only when manager account grants them
* Manager account has a primary account that has authority to grant permission to others
* Click SAVE
to change information.
* Click the Switch button  to enable 2-step authentication to secure your account. To know further details, click [here](https://docs.antsomi.com/cdp-365-user-guide-en/cdp-365-introduction/cdp-365s-interface#two-step-authentication).
### Permission
Permission tab includes the role in which the account is granted
to select role for account.
* Selected Roles: displays a list of roles assigned to this account. Click on 
to remove selected roles.
* Click on Dropdown in role will show options to choose permission
* Permission Only: only have view/edit permission on the menu by role
* Grant Permission Only: You can only assign view/edit permissions on the menu by role to another account
* Both: have permission and grand permission on menu by role.
{% hint style="info" %}
Super Admin: This is the role that has permission to everything on all menus on the portal.
Public: By default, when a new account is created, it will have the Public role. That account will have view rights on some menus.
{% endhint %}
#### Function Permission
Displays a list of menus and the corresponding permissions on that menu.
to add account access
