Edit or delete an account

Last updated May 21, 2026

Use account actions when you need to change account details, move account organization, or remove an account from the portfolio.

Edit an account

  1. Open the account actions menu.
  2. Choose Edit account.
  3. Update the account details that need to change.
  4. Save the account.

Before deleting an account

Delete an account

  1. Open the account actions menu.
  2. Choose Delete account.
  3. Read the confirmation message.
  4. Confirm only if the account and related history should be removed.

When actions are disabled

Edit and delete actions require write access. If you can view the account but cannot change it, your access may be read-only.

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