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Only Admin users can manage service information on the portal. Please note: your office may refer to Services as Companies.
To open the Service Admin list select Services from the Admin menu.
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The page lists details of all the services for the clients that are managed by your office. You can filter the list by typing in the search box at the top right. To view the full details or edit a service click on the service name in the list.
Editing a Service
To edit a service click on the service name in the admin list. The details and settings that you can edit are shown below. To save any changes click on the SAVE button at the bottom of the page. To return to the admin list, either click on the BACK button or click on the Services link in the title bar.