Salesforce

Create Accounts and Groups

« Go Back

Information

 
Answer

Creating a new Tango account is essential for managing reward distribution, tracking balances, and organizing teams or departments. With an account, you can assign budgets to specific teams, monitor spending, set currency preferences, and enable balance alerts. 

Note:
  • You must be a Tango admin with Organization Access or a user with Manage permissions for Groups & Accounts to create, edit, or deactivate Accounts and Groups on your platform.
  • You can create multiple Accounts within one Group.
  • Group and Account names can contain spaces, hyphens, letters, and numbers. Names must have 5–100 characters.

 

You can create a new Tango account choosing one of the supported currencies and add it to an existing group.

To create a new account

  1. Sign in to the Tango portal.
  2. Click Accounts on the left menu.
  3. Select Create Account.

     
  4. Enter a Display Name for the account.
  5. Enter a Contact Email for the account.
  6. Click to Select existing group.
  7. Select a Currency for the newly created account. Once selected and saved, the account currency cannot be changed. Tango supports AUD, CAD, EUR, GBP, and USD currencies.
  8. Click Create Account again
    A new account is created under this group. To learn how to disable or disable an account, see Manage accounts and groups in Tango.

Create a new group

Groups in Tango help organize and manage multiple accounts within a shared structure. You can separate accounts by department, region, project, and more. However, you cannot create a group independently. To create a new group, follow the Create Account flow, where you can choose to create a new group and assign the account to it.

To create a new group:

  1. Sign in to the Tango portal.
  2. Click Accounts on the left menu.
  3. Select Create Account.
  4. Enter a Display Name and Contact Email for the account.

     
  5. Select Create group
  6. Enter a New group name.
  7. Select a Currency of the newly created account. Tango supports AUD, CAD, EUR, GBP, and USD currencies. Once selected and saved, the account currency cannot be changed.
  8. Click Create Account to confirm. 
    The new group is created with the new account under it. To learn how to rename a group, see Manage accounts and groups in Tango.

More resources:

 

    TitleCreate Accounts and Groups
    URL NameHowtoCreateanAccountandorGroup

    Powered by