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Editing Integration Accounts

After adding an integration account, you can edit the description, profile, and Xref tag.

To edit an integration account:

  1. Click the user icon in the top right and select Admin.
  2. On the side menu, click Integrations.
    Integrations Page

  3. Click the
    icon next to the integration account listing you wish to edit.
    Integration Account Options

  4. Click Edit Integration Account.
    Integration Account Fields

    From here, you can edit:
    • Description
    • Integration Profiles
    • Xref

  5. When finished making changes, click Save Account.
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