Account Profile is a page designed to provide an account overview and configuration options for account-level validations. The page allows for viewing account related information, and configuration of specific validation rules for Taxation, Registration, and Decals.
The Company Information pane is always completely expanded and cannot be collapsed. Other panes on this page are closed by default when the page loads.
This page is a starting point for several actions that can be performed:
¨ Research company officers: expand the Owners, Partners or Officers pane.
¨ Verify or update Account Contacts or Credentials Contacts information: expand the Account Contacts pane.
¨ Review or update the Fuel Tax Account information: expand the Fuel Tax Account Information pane.
¨ Review or update Taxation Validation Rules to determine how the system is instructed to process this account: expand the Taxation Validation Rules pane.
¨ Review or update Registration Validation Rules to determine how the system is instructed to process registrations on this account: expand the Registration Validation Rules.
¨ Review or update Decals Validation Rules to determine how the system is instructed to process decals on this account: expand the Decals Validation Rules.
If an account has been selected and has been opened elsewhere in the application, the account profile information will be displayed when the Account Profile link is clicked in the dark blue selection list on the left (under Account Information).
To make changes to the Account Profile:
¨ Expand the pane(s) containing information that needs to be changed or updated
¨ Edit the information in the pane(s)
¨ Press the Submit button at the bottom of the page to process any (all) changes made to any account data on this page.
More information about the contents of the individual panes on the Account Profile page follows.