Manage Account Details
Update account details, contacts, document access, internal notes, and activity history. Learn the workflows, permissions, screenshots, and related setup…
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
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