# Manage Account Details

URL: /en/docs/user-guide/accounts/manage-account
Last Updated: 2026-07-30T21:15:44.382Z

## Description
Update account details, contacts, document access, internal notes, and activity history

## Available Actions
- Navigate to related topics
- View step-by-step instructions
- Get best practices

## Content
# Manage Account Details

The account detail page is where you maintain the customer record behind document access and Trust Center activity.

## Access

* **Admin**
* **Account Manager**
* **Content Manager**

## Account Tabs

The account screen is organized around three tabs:

* **Documents**
* **Contacts**
* **Settings**

An activity feed is shown alongside the main editing area.

## Settings Tab

The Settings tab covers the fields that are actually editable here:

* Account name
* Description
* Internal notes
* Custom fields

## Contacts Tab

Use the Contacts tab to review and update the stakeholders attached to the account.

## Documents Tab

Use the Documents tab to control which documents this account can access. This is where you grant or remove document sharing for the account.

## Related Docs

* [Account documents](/en/docs/user-guide/accounts/account-documents)
* [Access requests](/en/docs/user-guide/access-requests)
* [Contacts](/en/docs/user-guide/contacts)


