# Getting Started with Accounts in Feedback Manager

The **Accounts** feature in Feedback Manager allows you to organize your end-users by company or organization in a B2B context. 

![image.png](https://api.apidog.com/api/v1/projects/960790/resources/369896/image-preview)

This powerful capability helps you:

- Group users by their company/organization
- Track business metrics (ARR, MRR, plan tiers)
- Manage customer relationships more effectively
- Analyze feedback patterns by account
- Understand which companies are most engaged with your product

## What is an Account?

An **Account** represents a B2B customer company or organization. Each account can contain multiple end-users who belong to that company. Think of accounts as containers that help you organize and analyze feedback at the company level rather than just the individual user level.

## Key Benefits

### **Organized User Management**
Group users by their company to see which organizations are providing the most feedback and engagement.

### **Business Intelligence**
Track important business metrics like Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), and plan tiers alongside feedback data.

### **Targeted Analysis**
Understand feedback patterns at the account level to identify which customers need attention or are most satisfied.

###  **CRM Integration**
Link accounts to your CRM system using external IDs and CRM type fields for seamless data synchronization.

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## Creating Your First Account

### Method 1: Manual Account Creation

1. Navigate to **Manage Users** in the Feedback Manager (Feedback Manager) module
2. Click on the **Accounts** tab
3. Click the **Add Account** button
4. Fill in the account details:
   - **Account Name** (required): The company or organization name
   - **Domain**: Company email domain (e.g., `acmecorp.com`)
   - **External ID**: Your CRM or billing system's ID for this account
   - **Industry**: The company's industry sector
   - **Company Size**: Number of employees or size category
   - **Plan Tier**: Subscription plan level (e.g., Starter, Professional, Enterprise)
   - **ARR**: Annual Recurring Revenue from this account
   - **MRR**: Monthly Recurring Revenue from this account
   - **Customer Since**: Date when they became a customer
   - **Renewal Date**: Next contract renewal date
   - **CRM Type**: Your CRM system (e.g., Salesforce, HubSpot)

5. Click **Save** to create the account

### Method 2: Bulk Import via CSV

For importing multiple accounts at once:

1. Click the **Upload Accounts CSV** button
2. Download the sample CSV template to see the required format
3. Fill in your account data following the template structure
4. Upload your completed CSV file
5. Review and confirm the import


:::tip[TIP]
Use CSV import when migrating from another system or setting up accounts for the first time. It's much faster than manual entry for multiple accounts.
:::
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## Adding Users to Accounts

Once you've created an account, you can associate end-users with it:

### Method 1: Upload Users CSV

1. Expand the account panel by clicking on it
2. Click **Upload Users CSV** in the account actions section
3. Upload a CSV file containing user information
4. Users will be automatically associated with this account

### Method 2: Manual Association

Users can also be associated with accounts through:
- User profile management
- Automatic domain matching (if configured)
- API integration with your authentication system

:::tip[IMPORTANT]
Users associated with an account will have their feedback and activity tracked at both the individual and account level, giving you better insights into company-wide engagement.
:::

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## Understanding Account Information

When you expand an account panel, you'll see:

### Account Summary (Header)
- **Account Name**: The company name
- **Domain**: Email domain for this company
- **User Count**: Number of users associated with this account
- **ARR/MRR**: Revenue metrics (if configured)
- **Plan Tier**: Subscription level

### Account Details (Expanded View)

**Business Information:**
- External ID
- Industry
- Company Size
- CRM Type

**Timeline:**
- Customer Since date
- Renewal Date

**Associated Users:**
- List of all users belonging to this account
- User names and email addresses
- Quick view of account membership

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## Managing Accounts

### Editing an Account

1. Expand the account panel
2. Click **Edit Account**
3. Update any account information
4. Save your changes

### Deleting an Account

1. Expand the account panel
2. Click **Delete Account**
3. Confirm the deletion

:::warning[CAUTION]
Deleting an account does not delete the users associated with it. Users will remain in the system but will no longer be associated with the deleted account.
:::


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## Best Practices

### 📋 **Consistent Naming**
Use consistent naming conventions for account names to make searching and filtering easier.

### 🔗 **Use External IDs**
Always populate the External ID field to maintain a link between Feedback Manager and your CRM/billing system.

### 📅 **Keep Dates Updated**
Regularly update renewal dates and customer since dates to maintain accurate customer lifecycle tracking.

### 🏷️ **Leverage Plan Tiers**
Use plan tier information to segment feedback analysis by customer value.

### 💰 **Track Revenue Metrics**
Keep ARR and MRR updated to correlate feedback patterns with revenue impact.

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## Common Use Cases

### **Enterprise Customer Management**
Track feedback from your largest customers by creating dedicated accounts for enterprise clients. Monitor their engagement and feedback patterns to ensure high satisfaction.

### **Multi-User Organizations**
For companies with many users, accounts help you see the collective feedback and identify company-wide trends rather than individual opinions.

### **Customer Success Tracking**
Use renewal dates and revenue metrics alongside feedback data to identify at-risk accounts or expansion opportunities.

### **Industry Analysis**
Group accounts by industry to understand sector-specific needs and tailor your product roadmap accordingly.

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## Next Steps

- **[Managing Account Users](https://help.shorterloop.com/managing-account-users-1919092m0)**: Learn how to manage users within accounts
- **[Account Analytics & Reporting](https://help.shorterloop.com/account-analytics-reporting-1919093m0)**: Discover how to analyze feedback by account
- **[CSV Import Guide](https://help.shorterloop.com/csv-import-guide-for-accounts-1919091m0d)**: Detailed guide for bulk importing accounts and users

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## Need Help?

If you have questions or need assistance with account management, please contact your system administrator or refer to the additional help documents listed above.