Managing Your profile (Pre-Oct 22,2020)
- Hover over My Account
- Click My Profile
- Edit the details you need to edit
- Click the Update button
- Click the Done button when you are done editing
- Click the Cancel button to cancel
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Account Codes Hover over Admin Click Account Codes Click the Add New button under the Account Code level you want to use Removing Account Codes Click the Remove button to the left of the Account Code you wish to remove
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How to update your basic information: 1. Login 2. Navigate to Staff / Data Sync 3. Click on your Name 4. Click My Profile button 5. Then the page will navigate to Update Basic Information view 6. Edit the fields that need to be updated Note: You can ...
How to update your profile information
How to update your basic information: 1. Login 2. Navigate to Admin / Data Sync 3. Click on your Name 4. Click My Profile button 5. Then the page will navigate to Update Basic Information view 6. Edit the fields that need to be updated Note: You can ...
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Viewing Fees Hover over Manage Click View Fees Use the available form fields to filter the list
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Viewing Assets Hover over Manage Click View Assets Use the available form fields to filter the list