Accounts

Each client or customer is an account. All other setup is account-specific – that is, tests, trends, contacts, and so on are all customized per account.

Account Info

Each account has a name, an account number (for your own cross-referencing, if necessary), and address. To edit this info, click “Configure” > “Account Details”:

Account details in Aqualytics

Contacts

You can add any number of names and email addresses to each account. When you prepare to submit a report, they’ll be added by default as recipients.

Inventory

You can use inventory to track chemical stock at each account.

Data and Reports

Each account has its own configuration of water system samples and tests for preparing reports. See the system configuration guide for more information.

Collaborators

After inviting others to join your company on Aqualytics, you can add them as collaborators on your accounts. Collaborators can view and edit all account-related settings and they can prepare and deliver reports for their accounts.