24.2.4. Modifying Account Lists

Modifying an account enables you to make changes to the account information of a client, keeping your accounts organized and manageable.

  1. To modify an existing account, click the Account List button on the button bar. Select the desired account from the Account List by clicking on it.

  2. Click on the icon.

  3. At the bottom of the table, you can change the ownership of the account by pressing the Re-Assign link under the Ownership section. Select the user whom you want to have ownership and check the box to send him/her an email notification. Press Save when finished or Cancel.

  4. Also in the Ownership section you can change the permission of the account by clicking the Change Permission link. In the screen that pops up, click the icon to change the permission of various users with respect to the selected account. Press Save or Cancel when finished.

  5. In the Function column, click Modify to make changes to the account, Delete to remove the account, Export to open and save the account in a vCard file, or Back to return to the main Account List.

  6. If you have clicked Modify, fill in the fields you want to change then press Save, Delete to remove the account, or Cancel to return to the main Account List without saving any modifications to the account.

See Also:

Accessing Projects

Creating Accounts

Creating Projects

Modifying a Project

Importing and Exporting Projects

Shared Items