Edit a Business Account

Make changes to an account record.

For details about required privileges, see Predefined Payment Groups and Privileges.

Edit from the Onboarding Checklist

1. From the onboarding checklist, click View next to Step 4, click the business unit, and then click the business account you want to edit.
2. Click Edit.
3. Make your changes and then click Submit.

Edit from Business Management

1. Click Business Management at the bottom of the dashboard, click the business, click the business unit, and then click the business account you want to edit.
2. Click Edit.
3. Make your changes and then click Submit.