Categories

MyAccount (20)

These articles are to assists Clients, Referral Partners, and Sales Agents with using MyAccount.

Most Popular Articles

 How to place an order for a client

PurposeThis article provides an overview for partners to place an order on a client's behalf....

 How to create a new client profile

PurposeThis article provides an overview for partners to create a client profile. Procedure1 -...

 How to edit a client's profile details

PurposeThis article provides partners an overview on how to edit client details for an existing...

 How to view/edit account contacts & subaccounts

PurposeThis article provides clients an overview on how to edit their profile. Procedure1 -...