Clients
Customers, partner organisations or other external entities receiving products, services or support from your organisation.
Administration • Company Setup
Administrator Only
Accounts.
Manage the external organisations that interact with your business. Presto Accounts can represent Clients, Service Providers, Government Regulators and any other third-party account categories your management team wants to distinguish.
Administrator access required.
Accounts is an Administrator-level feature (Supervisor PLUS). Administrator users can access and maintain external account records directly from the PDCA Dashboard. The specific account categories visible will depend on how your organisation has configured its external relationships.
External organisations
What are Accounts in Presto?
Accounts give you a structured way to differentiate external organisations that interact with your business and make them available for operational governance and reporting.
Service Providers
Suppliers, consultants, contractors and other organisations providing services or operational support to your business.
Government Regulators
Regulatory bodies, authorities and other public organisations that interact with or oversee aspects of the business.
Other Account Types
Your management team can differentiate other third-party categories when additional account types are useful for governance or reporting.
Step 1
Access Accounts directly from the PDCA Dashboard.
In the bottom-right Opex area of the dashboard, Presto displays the external account categories configured for your organisation.
Dashboard access
The account categories are available from the Opex panel.
Your dashboard shows the account types that have been configured in Presto. Selecting one of these buttons opens the Accounts Management table for that account category.
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1Open the PDCA Dashboard Navigate to the dashboard and look at the Opex area on the bottom-right side.
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2Identify the account category Select Clients, Service Providers, Government Regulators or another configured third-party category.
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3Open the Accounts Management table Click the relevant account-type button to open the detailed account-management panel.
TIP
The number beside each account type is useful context.
It gives users an immediate indication of how many accounts are currently held within that external-account category.
Step 2
Add, edit and maintain Accounts.
Once the Accounts panel is open, administrators can search the current account list, create new accounts and maintain the detailed company information associated with them.
Accounts Management
Manage the complete external-account record.
The Accounts Management panel combines the account list on the left with the selected account's information on the right. Use the account-type tabs to move between categories and the Add new account action whenever a new external organisation needs to be created.
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1Select an account category Move between Clients, Service Providers and Government Regulators using the tabs at the top.
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2Search or review existing accounts Use the search bar or account listing to find the organisation you need to review or update.
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3Add a new account Click Add new account to create a new external organisation within the selected category.
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4Maintain account details Update the organisation's name, reference, country, city, address, telephone, email, contacts and location information.
BEST
Keep external-account information current.
Clean account data improves reporting, makes linked records easier to understand and gives teams a more reliable view of the external organisations involved in their work.
Good governance
Keep your Accounts useful and easy to maintain.
Accounts are most valuable when naming, classification and contact information remain consistent across the organisation.
Classify each external organisation consistently so users can find and report on the right group quickly.
Search the existing account list before creating a new record to keep the company directory clean.
Keep historic account information available without leaving inactive organisations in the active working list.
Accounts configured and ready for use.
Once your external organisations are structured correctly, continue through Company Setup to the next administration feature.