Edit Account – ANZ Digital Services Help

Method 1: &nbsp;Right-click on the account and click Edit on the Context Menu
Method 2: &nbsp;Select the account and click Actions &gt; Edit on the Control Bar
Method 3: &nbsp;Click on the account in the list to display the Account Details screen and then click Edit on the Control Bar

To modify an account name that is displayed in the system or to assign accounts to Divisions, follow the steps below:

STEP	ACTION
1	Go to the Administration > Account Management screen
2	Locate the account and use one of the following methods to move the account into edit mode: Method 1: Right-click on the account and click Edit on the Context Menu Method 2: Select the account and click Actions > Edit on the Control Bar Method 3: Click on the account in the list to display the Account Details screen and then click Edit on the Control Bar To find an account, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
3	Edit Account Short Name Edit the Account Short Name: Assign account to Divisions Click Add Divisions: Select one or more Divisions in the Add Divisions pop-up window Click Add Divisions RESULT: The Division(s) is added to the list. Remove account from Divisions Click the X next the Division ID. RESULT: The Division is removed from the list. The ability to add and remove accounts from Divisions is only available if your organisation is setup with multiple divisions.
4	Click Save on the Control Bar RESULT: A confirmation message is displayed.