# MetraCare Menus

The MetraTech Account Manager user interface contains four tabbed menus which appear in the left hand frame of the page—Find Account, Account, Actions, and Administration—and a Menu|Hierarchy switch.

| Note | The options available on each of the menus may be restricted depending upon the Capabilities of the current MetraCare user; see Roles and Capabilities and About Security for details.

Click to go to:

Account menu | Actions menu | Administration menu

| Use these fields to search for an account. See Find an Account - Quick or Find an Account - Advanced for details.
| This is the MRU (Most Recently Used) pull-down menu for Accounts. Provides a shortcut to re-open a recently viewed account. (Only visible after you've opened at least two accounts.)
| Click Menu to see the Account, Actions, and Administration menu items. Click Hierarchy to see the Hierarchy Tree View.
| The Account menu becomes active when you search and then find a particular account. At the top, it displays the Corporate Account name and ID, and the account name and ID. If the current account is a folder, an additional menu entry is available: Edit Template. See About Account Templates for details.
| Hint | If you click on a menu item in the image, you will be taken to Help for that item.
## Folders The Account Menu has additional entries when the current account is a folder: Group Subscriptions: Only available if the current account is a Corporate Account. You manage group subscriptions from the corporate account. Folder Owner: Assign or update the folder owner. Edit Template: update the folder's template. Default Security: create or update the Default Security Policy for the folder.
| The Actions menu contains entries that are not aimed at specific subscriber or CSR accounts.
| Hint | If you click on a menu item in the image, you will be taken to Help for that item.
| The Administration menu contains entries for managing CSR accounts and security.
| Hint | If you click on a menu item in the image, you will be taken to Help for that item.
| You can expand the Hierarchy Tree to show whichever part of a Corporate Hierarchy you wish to view. Things to note about this view: You are viewing the hierarchy at a particular point in time; to change the view to a different day, click the Calendar icon () If you make a change to the hierarchy, you will often need to click the Refresh icon () to see your changes. If you've selected multiple accounts (for moving, changing payment info, etc.), you can clear your selection by clicking the Clear Selection icon (). A Folder owner is listed in parenthesis next to the owned folder. For example, in the image, you can see that George Tirebiter is the folder owner for the Corporate Account, OmniDesk. You can right-click on accounts or folders to bring up a shortcut menu that allows you to perform various common tasks. An account that pays for another account is marked with the icon. In the OmniDesk hierarchy, Susan Underhill and Audrey Farber are paying for other accounts.