How to edit an Account
This guide will walk the reader through how to edit an account.
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- Go to ‘System’, please see where to find this here: guide.
- Click ‘System’, this will take you to the ‘Accounts List.’ N.b. In here you will be able to see details of the individual accounts. You can also delete accounts here by using the recycle bin icon.
- To edit a record, click on the pencil icon on the appropriate record.
- Then make any changes that you need to make on the account, such as changing the roll and assigning an individual to a staff member.
- When you have finished click ‘save’ in the top right corner.