To edit an account, click on the icon towards the left of the Company Name.
This will bring you to the Account with the Summary screen. From here, you can:
- Summary
- Company Info
- Contacts
- User Permissions
- Notes
- Emails
- Support Tickets
- Access Logs
- Workflows
- Surveys
- Cost Info
- Commission Info
- E-Billing Info
- Invoice Info
- Reports
- Engagement