Editing an Account or Sub-Account

An account or sub-account can be edited to change its name or to add, edit or delete users.

To edit an existing account

1.

Click Accounts & Users > All Accounts. The Producer Portal opens the Manage Accounts page.

2.

Click the tab for the Account Type (Producers, Customers, Partners, or Self Registered) of the account you want to edit.

3.

In the Manage Accounts list, click the account you wish to edit. The Create an Account page is displayed.

4.

Edit the account name and identifier, or create or edit existing users.

Important:Do not enter a colon ( : ) character in the Account Name field.

5.

Click Save.

See Also

About Accounts

Browsing Accounts or Sub-Accounts

Creating a New Account