Advanced Enterprise Technologies, Inc.
Table of Contents

Edit Account

Permissions are required to edit account information and the name of the account. These two permissions can be adjusted in the Roles section of Administration. 

 

  1. Open the Details module of the account you plan to edit.
  2. Click Edit Account.
  3. Edit fields on the General and User-Defined tabs as needed. 
  4. Select Edit Account. 
  5. In the confirmation box asking if you are sure you want to edit this account, select Confirm.