Managing Accounts

Learn how to access and manage your account details. Here you can:

• Update general information
• Require the account to pay upfront
• Block new requests
• Add or modify contacts

Accessing accounts

To access and manage the various aspects of client accounts, you need to:

1. Login to the application and
2. Select the "Accounts" tab from the main toolbar.
3. Use the accounts list or search functions to locate the desired account
   
   

Then, select the “Update Account” button to the right of the selected entry. This will take you to the account details page. Make any required updates and select “Save” at the bottom of the page to complete the process.

Update account details

Use the fields provided in the "Account Details" section to make any necessary edits. Fields available may vary from those shown. Some organizations have additional information due to customization and internal policies.

Set the account to pay upfront

To force an organization to pay upfront for all requests, you can select the “Must Pay in Full” checkbox below the account detail section in the account profile. Even if this option is not selected you can force upfront payment on a request-by-request basis.

When selected, this option will require payment by credit card as part of the contract approval process.

Block new requests

Check the “Block New Request” box to prevent the organization from making any future paid duty request. Requests that are currently in the system will carry on normally unless rejected or deleted.

Add or modify contacts

Some organizations may have more than one contact associated with their account. To add additional contacts, you can select the “Add Contact” button at the bottom of the contact section. Existing contacts can be modified by directly editing the information in the relevant fields.