Modifying an Account

You can modify an account after it is created; however, all account fields may not be available for editing. 

To modify an account:

  1. Navigate to the account in one of the following ways:

    • Through the Asset Search option in the left navigation bar, or

    • By navigating to your project and selecting the Accounts tab in the project page.

  2. Click the account name. 
    You can also access the account by clicking the Snap that uses the account > Account tab > Select account > Edit Account.

  3. In the Edit Account dialog, modify the field values as required. Typically, you cannot modify the Title and Class FQID.

  4. Click Validate to validate the entered information if that account type supports validation.

  5. Click Apply to modify the account.