Guide to Access and Edit Account Information in Radio Workflow

This guide will provide a detailed, step-by-step process to access, edit and manage account information, including billing tags, email addresses, owners, and other details for your account within Radio Workflow.

Accessing the Account

1. Log in to your Radio Workflow account.
2. Click on the Accounts tab in the top menu.
3. Locate the desired account from the list of accounts. If necessary, use the search function to find it easily.
4. Click on the account name to open the account details.

Editing Account Information

1. Once the account is open, click on the Edit button near the top right corner of the account page.

2. Proceed to edit the various fields provided as required:

<h3 id="primary-contact-and-email">
  Primary Contact and Email
</h3>

  * Update the **Primary Contact** field with the name of the main contact person for the account.
  * Enter the primary contact's email address in the **Email** field.
<h3 id="billing-tags">
  Billing Tags
</h3>

  * Locate the **Billing Tags** field.
  * Enter any billing-related tags you want to assign to the account.
<h3 id="edi-quickbooks-id-and-additional-owners">
  EDI and Additional Owners
</h3>

  * If applicable, enter the **Electronic Delivery Number (EDI)** in the EDI field.
  * To add additional owners or assign the account to another representative, enter their names in the **Additional Owners** field.
<h3 id="log-times-email-recipient">
  Email Times Email Recipient
</h3>

  * If you want someone to receive run times via email each night, enter their email address in the **Email Times Email Recipient** field.

3. After making the necessary edits, click on the Save button to save the changes.

Alternative Editing Method

Instead of using the Edit button on the account page, you can also edit an account by following these steps:

1. Open the Account list by clicking Accounts in the top navigation bar.
2. Locate your account using the search bar if required.
3. Click on the cog icon located to the left of the account name.
4. Select Edit from the dropdown menu that appears.