How to Edit an Account within an Organization [Step-by-Step Guide]

You can edit accounts within an organization to manage them.

NOTE: To learn more, refer to techTRACK Organizational Structure [Information].

To edit an account within an organization:

1. Click Organizations from the left menu under the System section.

2. Find the desired organization using the search box.

3. View the desired organization details by pressing View.

4. Press Edit.

5. Modify the desired fields:

• In the Main tab:
  • Name: The name of the account.
  • Code: The code of the account to be used in reports.
    
    

    WARNING: Since the account name and code may be widely used in reports and familiar to many users, we recommend modifying these fields only if strictly necessary.

    
    
    
• In the Locations tab, select the locations to include in the account's scope.
  
  
  
• In the Users tab, manage users following the corresponding guides:
  • How to Add Users to an Account as an Organizational Administrator [Step-by-step guide].

  • How to Edit User Roles in an Account as an Organizational Administrator [Step-by-step guide].

  • How to Delete Users From an Account as an Organizational Administrator [Step-by-step guide].
    
    

6. Press Save.

To learn more about what you can do next, refer to the Organization folder in our knowledge base.