Adding Accounts to a Profile

1. To add accounts, locate the user and select "Add Accts" from the menu drop down located to the right of the user’s name.

   

2. The following window will display, you now can search for an account by SSN or by specific account number.
   1. If you search by SSN, you would click "+Add New Record". Key in the SSN and save. Then click to highlight the SSN you want to search, then click "Search" in the bottom left of the SSN box.
   2. To Search for a specific account number, you can key the account number in the "Search By Account" field on the right of the screen then click search just below the field.

      

3. In the Select Accounts box at the bottom of the screen, select the account(s) you’re wanting to add by check marking the,m then select Add Accounts on the bottom left.

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