Understanding Accounts and Contacts in Astravue
In Astravue, Accounts and Contacts help you organize your client relationships and manage projects more effectively.
What is an Account?
An Account represents a company or organization that you’re working with.
Think of it as the umbrella entity under which multiple users (contacts) belong.
What is a Contact?
A Contact is an individual user associated with an Account.
Contacts represent the actual people you collaborate with, while the Account links them all back to their company.
Mapping Projects to Accounts or Contacts
Astravue allows you to associate your projects and deliverables either at the company level (Account) or at the individual level (Contact).