Editing an account on the Connect+ Series, SendPro P

You can view or edit the account name, code, description, status or password for all of the accounts and account levels on your system.

Follow these steps to edit an account: 

1. Select Manage Accounts under Mailing on the Home screen.
2. Select Edit account.
3. Select the account you want to edit, and then select OK.
4. Select the account attribute you want to edit.
   • Account, Sub account or Sub sub account name: Select this option to make changes to the name of the account you selected.
     Important: Account names cannot be reused, even if the account is inactive.
   • Code: Select this option to change the code you assigned to the account.
     Important: Account codes cannot be reused, even if the account is inactive.
   • Description: Select this option to edit the account description.
   • Status: Select the appropriate option to change the status (active or inactive) of the account.
     Important: When you change the status of an account the status change applies to all sub accounts and/or sub sub accounts. If prompted to apply the change of status of multiple accounts, select Yes, apply to all.
   • Password: Select this option to password protect an account, or to edit the existing password.
     Important: Account passwords must be turned on to password protect an account.
5. Enter the appropriate information and select OK.
6. Select OK once you finish editing the account information.
7. Select Continue to return to the Home screen.