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 Basic Information, Consent, Personal Information, Contact Information, Membership, Groups, or ICS Positions , 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.