Adding Accounts to an Enterprise

 

Procedure

Follow the steps below to associate customer accounts with a selected Enterprise:

 

Step

Action

1

From the Enterprise Manager (To get to this screen, click Enterprise Management from the menu bar at the top of the screen.  For more information about this screen, click here.) screen, click the Enterprise ID for the Enterprise you want to edit.

 

Result:  The system takes you to the Modify Enterprise Details screen.

2

From the Functions section on the left-hand side of the screen, select the Add Accounts option.

 

Result:  The system takes you to the Add Enterprise Accounts screen.

3

From the list of accounts, select the check box next to the accounts you want to add to the Enterprise.

4

Click .

 

Result:  The system attempts to add the accounts to the Enterprise, then takes you to the Add Customer Accounts Confirmation screen.

5

Review the information on the screen to ensure the proper accounts were successfully added, then click .

 

Result:  The system returns you to the Add Enterprise Accounts screen.