Editing an Account Type

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

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

   

   Figure 1. The option to edit an Account Type on the Actions menu.
2. The Edit form will open on the right side of the screen.

3. Edit the information as needed and click Save.