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Multiple actions can be performed while on both accounts and providers tables:

  • Click 

    or

    under the active column to inactivate or activate specific account/provider (Can only be inactivated if not is use)

  • Click

    under the actions column to copy the specific account and property values

  • Click

    under the actions column to delete the specific account/provider

  • Click

    in the top left while on the accounts table to view and manage different account providers

  • Click

    in the top left to return to the accounts table from the providers table

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To edit an existing Instance, click on the account or provider’s name within the table. Editing an account will open a popup:

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Enter values for the fields as described in the table below. Click the Save button to save the changes and exit the popup. 

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