Skip to main content

Create or Rename an Account

Create a new account to separate funds by team, client, or budget, or rename an existing one.

Use accounts to separate funds by team, client, or advertising budget.

  • Who can create an account: Owner or Admin

  • Before creating one: check Accounts — your organization may already have an account ready to use

  • Naming: use a name that describes the budget, such as the team or client it belongs to

Choose an Existing Account

Open Accounts and check the available accounts before creating another one. Your organization may already have an account ready to use.

For the relationship between accounts and cards, see How Kolo Works.

Create an Account

  1. Open Accounts.

  2. Select Create account.

  3. Enter a name your team will recognize.

  4. Review and confirm.

Tip: use a name that describes the budget, such as the team or client it belongs to.

Rename an Account

  1. Open the account.

  2. Open Settings.

  3. Edit the account name and save.

Set Up the Budget


Need Help?

Contact us through the support widget or at [email protected] with your organization and the account name.

Did this answer your question?