Modify an A/E Firm Account

As a Deltek onboarder, modify an existing A/E professional firm account to update account and contact information.

To modify an A/E firm account:

1. On the navigation menu, click Accounts.
2. On the Company Account Settings page, search for the account record that you want to edit.
   You can use the filter fields under each header to search for an account. For more information, see Filter Account List.
3. In the row of the account record, click > Edit.
4. On the Account Setup page, in the Account Name field, enter the unique company name of the A/E firm.
5. In the Account Type field, select A/E Professional Firm.
6. In the Phone Number field, select a country number format and enter the registered phone number of the account.
7. In the First Name field, enter the first name of the primary contact person of the account.
8. In the Last Name field, enter the last name of the primary contact person.
9. In the Contact Email field, enter the email address of the primary contact person.
10. In the Account Number field, enter the unique account number of the A/E firm.
11. In the Subscription Expiration Date field, select the date when the account's license for Specpoint expires.
12. In the Admin / Author field, enter the maximum number of administrators and authors allotted for the account based on the customer's purchase.
13. In the Reviewer field, enter the maximum number of contributors allotted for the account based on the customer's purchase.
    Note: For the Admin / Author and Reviewer fields, you can only update each limit to a value greater than or equal to the account's current and respective In Use count.
14. In the Display Name field, enter the unique display name of the account.
15. In the Status field, select whether the account is Active or Inactive.
16. In the Best Practices field, select whether the best practices module is Active or Inactive for the A/E firm.
17. In the Deltek Rep field, select the Deltek representative assigned to the account.
18. Click Save.