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Make accounts available in your projects
Make accounts available in your projects

Trying to add an account to a project, but can't see it in the list? This means you need to add the account to the project type.

Dominique Tuck avatar
Written by Dominique Tuck
Updated over 3 years ago

Have you ever tried to start a project, but when choosing the account, you can't find what you're looking for?

Chances are you just need to configure the project to include the necessary accounts. You can do this in Pulse admin, which you can access by clicking on the cog wheel in the top right corner of your page, next to the support button.

Take note, the cog wheel is only available while you're in Pulse 😊

Please note, you might not have permissions to access Pulse Admin if you don't see the cogwheel. Please speak with your manager to discuss your options.

Project Types Configuration

Once in Pulse admin, click the pencil icon in the same row as the project type you'd like to add the account to.

The next page will give you some options for editing the project type. Please use the "Related Accounts" field to choose existing accounts and apply them to the project type.

Make sure you hit save before closing the window!

Now when you go back to the project, your account will now be available in the drop-down selection of the accounts.

For the full web site, click here.

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