Find an account

You can search for accounts using various attributes such as customer document number, Pismo account ID, email, or customer name.

To find an account:

1. From the main menu, select Operations > Accounts management.
2. On the Accounts management screen, select how you want to search.
3. Enter a search value and then select Search.
4. In the result list, choose an account.

When you choose an account, Control Center takes you to its Accounts overview. Here you’ll get a comprehensive summary of account details categorized for ease of access.

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What is a session?

An account management session starts whenever you open an Accounts overview. For more information, refer to Sessions.