Add or Edit an Account

This article should describe how to add an account to your site.

Adding an Account

1. From the left sidebar, select Configuration. This should open your settings.
2. From the left sidebar, select Account.
3. Ensure you are viewing the correct site by looking at the drop down menu at the top.
4. Select New Account at the top right.
5. Fill out your account's number and its name.
6. Select Save & Add Another or Save.

Edit an Account

1. Select the Account you want to edit and open it by Clicking on the Account Number
2. Click on the Action Menu
3. Select the Desired Action:
   1. Change Account ID
   2. Inactivate the Account
4. To Change the Account Name Select Edit
5. Make the changes and Click Save to save the changes.

Note: The External indicator is enabled by the SOMAX system for Clients who are using an Account Interface. If the External indicator is checked the account is not modifiable.