Editing an Account or Sub-account
A portal administrator can edit an account or sub-account to change its name or to add, edit, or delete users, or to delete its sub-accounts.
You can locate the account to edit by starting with the List All commands in the Accounts & Users menu. For example, to list all partner accounts, choose the List All Partners command in the Accounts group of the Accounts & Users menu.
Follow the steps below to locate the account. Use the appropriate List All command to browse accounts of the correct type: List All Producers, List All Customers, List All Partners, or List All Self-Registered. (Not all account types are available for all users.)
To edit an existing account:
| 1. | Locate the account you want to edit by listing all accounts or searching for the account. |
| • | To search, click Accounts & Users > Search Accounts, enter your search criteria, and click Search. |
| • | To list all accounts, click Accounts & Users > List All Customers, List All Producers, List All Partners, or List All Self-Registered. |
The End-User Portal opens the search results page.
| 2. | On the Accounts page, click the account you want to edit. This opens the Edit Account page. |
| 3. | Edit the account name and identifier, or create or edit existing users. |
| 4. | Click Save. |
See Also