---
title: How to Use the All Accounts View Features
description: How to Use the All Accounts View Features
---

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# How to Use the All Accounts View Features

### About this guide

If you manage your fleet across multiple sub-accounts under one master account, the **All Accounts** view in Locate now lets you perform three key actions that previously required switching between sub-accounts:

- **Edit equipment** from one central location, regardless of which sub-account a unit belongs to.
- **Transfer units in bulk** between sub-accounts in a single action.
- **Create a live map share** that includes equipment from multiple sub-accounts in one link.

### Getting started — open the All Accounts view

Everything in this guide happens inside the **All Accounts** view. Here's how to get there:

1. Sign in to **Locate**.
2. At the top of the screen, open the **account selector**.
3. Choose **All Accounts** from the list.

Once you're in the All Accounts view, the Equipment list, the map, and the live map share list show data from every sub-account you have access to. An **Account column** indicates which sub-account each unit belongs to.

> **Tip — Find units faster**
> 
> - Use the **search box** to find a unit by name or VIN.
> - Click the **Account column** to sort or filter by sub-account.
> - Use **column filters** to narrow the list by status, driver, or other fields.

### How to edit equipment

Update any unit's details directly from the All Accounts view without switching sub-accounts.

1. Open the **Equipment list** in the All Accounts view.
2. Find the unit you want to update (scroll, search, or filter).
3. Click the **unit's name** or the **edit (pencil) icon**.
4. The edit panel will open (name, make, model etc.).
5. Make your changes and click **Save**.

> **Good to know**
> 
> - **Permissions:** Your sub-account permissions still apply. If you can't edit a unit in its home sub-account, you can't edit it here.

### ![](https://kb.positrace.com/hs-fs/hubfs/eq%201-png.png?width=670&height=150&name=eq%201-png.png)

### ![](https://kb.positrace.com/hs-fs/hubfs/eq%202-png.png?width=670&height=152&name=eq%202-png.png)

### How to transfer units in bulk

Move several units to a different sub-account in one go, even if they start in different locations.

1. In the **All Accounts** view, open the **Equipment list**.
2. Tick the **checkbox** next to each unit you want to move.
3. In the toolbar at the top, click **Change Account**.
4. In the dialog, choose the **destination sub-account**.
5. Review the confirmation prompt (unit count and destination).
6. Click **Confirm**.

| **Before you transfer checklist** **Alerts/Geofences:** These do not follow the unit. Set them up on the destination sub-account first. **History:** Trip history and general history stay with the unit. |
| --- |

### ![](https://kb.positrace.com/hs-fs/hubfs/change%20acc1-png.png?width=670&height=199&name=change%20acc1-png.png)

![](https://kb.positrace.com/hs-fs/hubfs/change%20eq%202-png.png?width=670&height=329&name=change%20eq%202-png.png)

### How to create a live map share across sub-accounts

Create one link for a customer or partner that shows vehicles from multiple sub-accounts.

1. In the **All Accounts** view, goto Live map shares option.
2. Click on "Add New".
3. **Choose an Owner Account:** This sub-account will manage the share.
4. Select one or more equipment from the drop down list.
5. Click **Save** and copy the generated URL.

> **Choosing the Owner Account**
> 
> - Pick a **long-lived sub-account**; if the Owner Account is closed, the share is revoked.
> - The Owner Account **cannot be changed** after the share is created.

### ![](https://kb.positrace.com/hs-fs/hubfs/all%20accounts%20v1-png.png?width=670&height=243&name=all%20accounts%20v1-png.png)

### ![](https://kb.positrace.com/hs-fs/hubfs/live%20map%202-png.png?width=670&height=295&name=live%20map%202-png.png)

### Frequently Asked Questions

- **Will existing links keep working?** Yes, existing shares are unaffected.
- **What if I only have "view" access?** You can see units, but the edit/transfer/share buttons will be greyed out if your role doesn't have permissions.
- **Does history stay after a transfer?** Yes, trip history and points remain visible in the new sub-account.

### **Troubleshooting & Support**

If the **Account Selector** does not show "All Accounts" or if your **Live Map** remains filtered to a single organization please reach out to our technical support team for activation at [support@positrace.com](mailto:support@positrace.com), by creating a ticket in Locate by accessing **Support \> Tickets \> Add New** or by calling +1 877-787-2231, ext.2.

 

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