You can change the
status of an account. By default, unless changed by an
administrator, only the creator of the account has
full access to it; all other have
only access. The creator can change the kind of access
others have by changing the permissions.
To change the Permission of an account:
Double-click on the account for which you want to change the permission.
Click Account Summary screen to edit the permissions associated with the account.under the section of the
In the screen that pops up, you can see the access that various users have and you can change the access by clicking the icon to the left of the user name.
Check the appropriate boxes based on the permissions needed and clickwhen finished, or to return to the previous screen.
To see the users for a user-defined role, click the icon next to the role you want to view.
You can change ownership of an account in the Edit Account screen.section of the
To change the Ownership of an account:
Double-click on the account from the main Account List.
Click Account Summary screen.under the section of the
Select a user tofrom the drop-down list and, if you want to send the user an email notification, check the box.
Presswhen finished or to exit.