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Editing Accounts (Backend)

Steps to Take to edit key user information on the backend

  • This guide will go over how to edit the key account objects (addresses, emails, and phone numbers).  This can be executed by an agent via the PP backend
  • Adjusting Email, Phone Numbers, and User Names
    • STOP! Adjusting an email address will change the login for a user.  Make sure the user is aware when this is done.
    • Locate the user via search on the user page
      • Alternatively the user can be found indirectly via the customer page or location page
        • On the customer page click the "User" tab to see full list of associated users and locate the account in question
        • On the location page, find the correct locations and locate via "Users" on the specific location page
      • Click the correct profile
      • In the upper right, click "Actions" then "Edit"
      • You can now adjust any of the listed information or options for this user
        • Starred fields must be completed prior to updating the record
          • "User Role" is not added when using self-registration and will need to be added if adjusting a self-registration
            • Use best judgment when selecting from the drop down
            • When in doubt use "Asset Management, Operations..." as a catchall
        • Once complete click "Update User"
          • On some browser user automatic form completion, said browser will try and populate a spending limit and/or password automatically, make sure these are deleted prior to update to avoid errors
  • Adjusting a Property Address
    • Locate the correct address via search on the location page
      • This can be done indirectly as well via the customer page or user page 
        • On the customer page click "Location" tab and locate the correct address
        • On the user page locate the user who requested the edit and see "Assigned Locations" on their specific user page
    • When located, select the correct location to edit
      • Custom locations are no searchable on the backend, any edits to custom addresses must be done via the frontend
    • Click "Edit" in the upper right corner'
    • Adjust the address as needed
      • Our system uses USPS address verification to standardize addresses 
        • An error will display if the address is not verifiable, typically with a suggestion as to what it should be
        • Copy and paste the suggestion if it lines up with the request
        • If you receive an error with no suggestions, use the USPS website to locate the standardized version
          • If no address exists, consult the customer for direction
          • A direct upload is possible here to bypass verification, but never recommended
      • Before clicking "Update Location" ensure the Latitude and Longitude fields are populated
        • This geocoding is necessary for location based vendors (Sherwin Williams) to function
        • If these fields are empty, use a GPS Converter to obtain the proper coordinates
    • Click "Update Location" when complete