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To enable or disable an account:
| 2. | On the top menu, click Customers under Accounts. The Customers page is displayed listing all registered customers in the database. |
| 3. | To search for an account to enable or disable: |
| • | Search Account: Enter a keyword. This can be a partial First Name, Last Name, Company Name, Login Name, Account Number, Contact ID, Phone Number and Email ID. |
| • | Select a Profile: Select the profile from the drop-down list. |
| • | Start Date: Enter the start date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date. |
| • | End Date: Enter the end date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date. |
| • | Partner Approval Status: Select the partner approval status from the drop-down list. |
| • | Click Search. All accounts matching the search criteria will be displayed under Account List. |
| • | Click Enable on the account from the Account List. The Please Confirm page is displayed. |
| • | Click Enable Online Account to confirm. The Accounts page is displayed after enabling this account. |
| 5. | To disable an account: |
| • | Click Disable on the account from the Account List. The Please Confirm page is displayed. |
| • | Click Disable Online Account to confirm. The Accounts page is displayed after disabling this account. |
See Also:
Adding an account
Editing an account
Enabling or disabling an account
Download account information to Excel
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