You can access Accounts by logging in to your Conga platform. Accounts contain information about customers or individuals with whom you conduct business.

Prerequisite: Based on user roles, the administrator has assigned View All, Read, Update and Delete permissions on the Account and Agreement objects.

You can access Accounts from Shared Apps and view the following tabs.

• My Accounts: This is the default tab. On this tab, all the accounts created by you and their details are listed.
• Recently Viewed: You can view the list of accounts that you recently viewed.
• All Accounts: You can view the list of accounts created by other users only if you have access rights.

You can adjust column visibility, apply filters, save filtered views, sort records, and customize layouts on these tabs. For more information, refer to Customize List Views.