Edit accounts
To edit the details of an account, one of the following needs to apply:
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You are the account owner.
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You have Edit All Records access at a property that the account is shared with.
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
- From the account page, click Edit at the top of the record.
- Update the account details, as needed.
Account information details Account Name This is name of the account. Account ID/IATA This is 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 With this option selected, the account is shared with all properties. Account Owner This is 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 This is 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 This is the account's website. Address & phone details Property This is the property that created the account. Billing Address, Phone, and Fax This is 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 This is the account's type. Your administrator can customize the values in this list. Market Segment This is the market segment of the account. Industry This indicates which industry the account belongs to. Lead Source This indicates how the account learned about your property. Region This is the account's region. Your administrator can customize the values in this list. Billing information details Billing Information This is 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 % This is the default commission percentage that applies to all bookings received through an agency. This commission can be modified for individual bookings, as needed. - Click Save.