Manage accounts and groups in Tango

Not every Tango user can manage Tango accounts and groups. If you’re a Tango admin with Organization Access, or a Tango user with Manage permissions for Groups & Accounts, you are able to create, edit, or deactivate accounts and groups on your platform. Learn more about groups and accounts in Create Accounts and Groups.

With View permissions for Groups & Accounts, you can only see groups and accounts information, but can't create, edit, or deactivate them. See how to Set user permissions and access level.

With the right user permissions, you can:

• Disable Accounts
• Enable Accounts
• Update a Group name

Disable accounts

This feature can come quite handy when you're planning an accounts audit in your organization and decide to temporarily take the account offline. Or, when an account is no longer needed as your company is going through re-organization.

When an account is disabled, it can no longer be used for transactions, such as adding funds or sending rewards. Previous transactions made to and from the account are kept in the account’s history reports. A disabled account can be enabled again at any time, but can't be deleted.

See how you can Generate and download order reports in Tango portal. See what other reports we offer to Tango customers.

To disable an account:

1. Sign in to the Tango portal.
2. Click  Team settings > Accounts on the left menu. The groups are listed on the left. The selected group's card is expanded to show details. the accounts within the selected group appear on the right.
   
   
   
    
3. Click More options  in the account box you'd like to disable.
4. Select Disable Account.
5. Click Disable Account again to confirm.
   Once the account is disabled, it's listed as Disabled Account under its group.

Enable accounts

You may have disabled your account for seasonal incentives, audit, maintenance, platform changes, or another reason. You can enable it again. Here’s how:

To enable an account:

1. Sign in to the Tango portal.
2. Click  Team settings > Accounts on the left menu. The groups are listed on the left. The selected group's card is expanded to show details. the accounts within the selected group appear on the right.
3. Click on the group’s Disabled Accounts.
4. Click More options in the account box.
5. Select Enable Account.
   The account is re-enabled and you are back to the active accounts page.

Rename groups

You cannot delete or disable a group once it has been created. You can only rename a group as long as the new name does not match the name of another existing group.  

To rename a group:

1. Sign in to the Tango portal.
2. Click  Team settings > Accounts on the left menu. The groups are listed on the left. The selected group's card is expanded to show details. the accounts within the selected group appear on the right.
3. Click More options  in the group box you’d like to rename.
4. Select Group details.
5. Enter the new name and click Update Group.
   
   
   
   You can Cancel to exit without saving changes. A group name can contain spaces, hyphens, letters, and numbers. Names are required to be between 5–100 characters.

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More resources

• Create Accounts and Groups
• Set user permissions and access level
• Generate and download order reports