Edit accounts

To edit the details of an account, one of the following needs to apply:

When your org was created, your company might have chosen to automatically share accounts with all users across properties. For information on how accounts are accessed, see Overview: Account sharing.

To edit an account

  1. From the account page, click Edit at the top of the record.
  2. Modify the fields on this page as appropriate.

    Account information details
    Account Name Enter the name of the account.
    Account ID/IATA Enter a unique code used to track and search for the account.
    Parent Account If this account is a subsidiary of a larger company or organization, the parent account displays here.

    To assign a parent to the account, find and select an existing account. See View account hierarchies.

    Visible to all properties Select this option to share the account with all properties.
    Account Owner Select the owner of the account. By default, the account owner can view, edit, and report on the account. Your property's account security model might require other users to be given access to the account before they can view or modify it. See Overview: Account sharing.
    Primary Contact Select the name of the account's primary contact. This contact is used in merge documents and is automatically associated with inquiries, bookings, and volume contracts that are created on the account.

    The first contact added to the account is automatically assigned as the primary contact. However, you can assign a different contact to be the primary. Only the individuals that display in the Contacts section of the account are available for selection.

    Website Enter the account's website.
    Address & phone details
    Property Select the property that created the account.
    Billing Address, Phone, and Fax Enter general information about the account.

    When you make changes to the address, make sure to also update the address of the contacts linked to this account. See Edit contacts.

    Segmentation details
    Type Select the account's type. Your administrator can customize the values in this list.
    Market Segment Select the market segment of the account.
    Industry Select which industry the account belongs to.
    Lead Source Select how the account learned about your property.
    Region Select the account's region. Your administrator can customize the values in this list.
    Billing information details
    Billing Information Select the default billing method used for all bookings on the account, for example, Master Account, Direct Bill, or Individual on Own. This billing method can be modified for individual bookings, as needed.
    Commission % Enter the default commission percentage that applies to all bookings received through an agency. This commission can be modified for individual bookings, as needed.
  3. Click Save.
Learn more...

Overview: Accounts

Change the account owner

Delete accounts