- Ensure the Contact has Account Ownership*
- Send a message to the Contact asking them to update their Account Information
- The Contact will follow the instructions in this article: Edit Your Account Information
- Once the Contact has saved the information, the Client Service Team Member or Default Message Recipient will receive a message in their Inbox with a list of changes made to the Account.
* To learn more about Account Ownership, please search "Account Owner" in our knowledge base.
* To learn more about Default Message Recipient, please search "Default" in our knowledge base.