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The Accounts page displays the following information about each child account:
  • Accounts—The name and external Id name of the child account.
  • Account Id—The internal CData account Id of the child account.
  • # of Connections—The number of connections associated with the child account.
  • Last Query—The date and time the child account last executed a query.
  • Account Actions—The icons in the last column represent the various actions you can perform on an account.
    • Edit (🖉)—Edit the account name and external Id of the child account.
    • Delete (🗙)—Delete the child account.
To add a new child account, follow these steps:
1
Click +Add Account.
2
Enter the Account Name and External ID. The external Id is the customer’s identifier.
3
Click Confirm.