Organization


 

Edit a Flag

Overview

This article will show you how to edit an Account Flag.

Instructions

  1. Navigate to Configuration > Organization > Account Flags
    configuration_organization_account-flags.jpg
  2. Locate your flag in the flag list
    edit_a_flag_locate_flag.jpg
  3. Hit the Edit pencil tool to make further changes
    edit_a_flag_edit_flag.jpg
  4. Make edits
    edit_a_flag_make_edits.jpg
    • Name: Title of your flag
    • Description: Short description of what your flag is about; recommended not to exceed 250 characters
    • Color: Color designated for flag
    • Prevent Access: Determine if this flag limits the user's access
    • Tax Exempt: Users/accounts with this flag will not have any tax assessed
  5. Select Save Flag
    edit_a_flag_save_flag.jpg



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