5 Steps to Complete
In the Corporate Office portal you to easily update an associates information, such as: Display Name, TaxID/FIN/SSN, Phone, Email, Addresses, etc., from the Associate Detail page.
In Corporate Office, click the Associates tab.
The Associates tab.
You are now on the Find Associates page.
On the Find Associates page, type the name of the associate in the search bar for whom you want to create an order, press Enter on your keyboard.
The Find Associates search bar.
Note: you can search by Name, Associate ID, Associate Type, Phone Number, and Email.
The search results appear below.
In the search results, click the name of the associate.
The associate displayed in the search results.
You are now on the Associate Detail page.
On the Associate Detail page, click the Edit Associate button.
The Edit Associate button.
You are now on the Edit Associate page.
The Edit Associate page.
There are numerous fields available to edit and update for the associate. Simply click the text fields and dropdowns to enter new data.
Click the Save Changes button, when all data has been updated.
The Save Changes button.
You now know how to update associate information.