Users can view and manage their association to accounts in this section.

Managing Accounts

  1. Select the Pencil icon to edit the Accounts panel (hover over the upper right hand corner to display the icon).
  2. A search can be performed in Available Accounts by typing in the searchbar above.
    1. Selecting Add All will add all displayed accounts to Assigned Accounts.
  3. Select the checkboxes next to each account name to add an account to Assigned Accounts.
    1. Selecting Remove Selected will remove all checked accounts to Assigned Accounts.
  4. Select the "x" next to each account name to remove an account from Assigned Accounts.
  5. Select Save.