To edit a client’s account, locate the account in the list and click the pencil icon under the Actions column
On the Update Account page, you can edit the Profile information, the Users information or both.
UPDATE ACCOUNT – Edit Profile
Edit the Account Name by entering the appropriate information
Edit the industry by clicking ‘Please select the industry of the company’ and choosing from a list of options.
Edit the number of employees in your client’s company by clicking ‘Please select the number of employees in the company’ and choosing from a list of options.
Edit the location of your client’s company by clicking ‘Where is the company located’ and selecting the appropriate option
Once you are satisfied with your changes, click the SAVE button and you will be returned to the Clients Accounts page
- If you need to make changes to the Users of the Client’s account, click ‘Users’ which is displayed next to ‘Profile’
- If you would like to exit without editing the account, click the CANCEL button to be returned to the Clients Accounts page
UPDATE ACCOUNT – Edit Users
From the Users section, you can add or delete users
Click ‘Users’ which is displayed next to ‘Profile’
Delete a User by locating the user in the list and clicking the associated trash can icon in the Actions column
Add a User by clicking the plus icon (+) located to the right of the Actions column
Enter the First Name of the primary user
Enter the Last Name of the primary user
Enter the email address of the primary user
Select the Roles of your primary user by clicking in the Roles field and selecting one or more options.
Once you are satisfied with your changes, click the SAVE button. You will see your changes reflected in the Update Account Users list