Manage an Account

As a Client Admin, you can update account information for other people. For more detailed information, see Edit Your Account Information.

To manage an account

1. On the main menu, select Accounts. The Accounts page opens.

2. Locate the account you want to manage and click that row. The account details open on the right.

3. Click View Full Profile. Their account profile opens.

4. To view the Personal Info, Occupations, Deployments, Qualifications, Medical History, Background Check, Organizations, Groups, Consent, Badges, or History click that tab.

5. Click the edit button for the field you want to modify, then enter or update the available information.

6. Click Save.

For more information on the specific tasks you can do to manage accounts, refer to the menus below.

To close an account

1. Navigate to the Personal Information tab.

2. Click the edit button for the Administrative Information fields. The Administrative Information dialog appears.

3. Update the System Status to Closed.

4. Select a Reason for Account Closure from the menu, for example, the user retired or requested an account closure.

5. Click Save.

To add notes to an account

1. Navigate to the Personal Information tab.

2. Click the edit button for the Account Notes field. The Account Notes dialog appears.

3. Enter the notes into the text box and upload any accompanying files.

   

4. Click Save.