Create an Account

An Account is created as a parent entity for a contact or multiple contacts. There are two types of Accounts in PowerWorker Engage:

• Organization - An Organization is a company or an institution the contact is a member of.

• Household - A Household is a house or family that the contact is a member of.

Creating an Organization or a Household is optional as a Contact may or may not have a parent account.

Create an Organization Account

1. Navigate to the Organization entity and click on New to create a new Organization account. This will create a blank account record.

2. Enter the Account Name and select the Account Type as Organizational to quickly create a record.

3. Click on Save or Save & Close or create the record.

4. Enter the rest of the details to add more data about the Organization.

Create a Household Account

1. Navigate to the Household entity and click on New to create a new Household account. This will create a blank account record.

2. Enter the Household Name and select the Account Type as Household to quickly create a record.

3. Click on Save or Save & Close or create the record.

4. Enter the rest of the details to add more data about the Household.

Add a Primary Member

An Account can have multiple Contacts associated with. Only one Contact can be assigned as a Primary Contact although.

• Organization - The Primary Member can be added to an Organization from the Organization record itself. Select a contact from the Primary Member lookup field.

• Household - A Household must be added on the Contact record to form a relationship. Select the Household from the lookup field.

Example

These videos demonstrate how to access account records within the PowerWorker Engage application. They highlight the differences between Household and Organization account types, focusing on the specific details captured for each. This guide

helps users understand how account structures vary and how to navigate them effectively.