How to Edit an Account's Details

Update an account's company name, currency, marketing consent, or tax-exempt flag.

Before you start

Open the account you want to edit — see How to Browse and Search Accounts

Steps

1. On the account's page (any tab), click Edit Account in the header.
2. In the Edit Account dialog, update any of:
   • Company
   • Currency
   • Accepts Marketing (toggle)
   • Tax Exempt (toggle)
3. Click Save.

What you'll see

The dialog closes, a confirmation toast confirms the update, and the account's header immediately reflects the change — the Tax Exempt and Marketing chips appear or disappear next to Active/Inactive, and the Overview tab's Account Information card shows the updated Company/Currency values.