Editing Account information

To edit the information of an Account, follow these steps:

1. From the Accounts page, find the Account that you want to edit, click the three dots ( ) from the Actions column, and select Details (figure 1).

2. The Details Account form will open on the right side of the screen.
3. Edit the information as needed and click Save.

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Attention

You cannot edit External Accounts that are automatically created when an Asset is created.