You may need to edit an account that has been created within Cayuse SP.
Editing an Account from the Award
- Search for the award that is connected to the account.
- On the Award Administration screen, click on the Distributions tab. Click on the account number in the upper left-hand corner of the distribution.
Editing an Account from the Project Dashboard
- From your dashboard, enter the account number in the search box and click Search. If you don't remember the entire account number, you can search part of it.
- From the list that populates, click on the account number of the account you wish to edit.
Tip: If you do not remember any of the account number, simply select Accounts from the Search drop-down menu and click . The search results will display all accounts in Cayuse SP.
Viewing Account Information
From the Edit Account Screen you can add attachments, view events, add notes, and edit the account details using the tabs at the top. If you change any account information, don't forget to click .
Click the button to see projects, awards, and subcontracts associated with the account.
The Edit Account dialog is also where you send account set-up notification emails by clicking . Learn more about account notifications here.