Choosing panels for the Manage Account page

  1. Select Billing > Setup > Account > Manage Account page.
  2. Specify this information:
    Panels
    Expand, and specify the node to change.
    Default
    Default settings are displayed for users without personal settings and when the Use My Personal Setup check box is not selected when defining personal settings. You must have the necessary access rights to change default settings.
    Personal
    Personal settings are only available for the currently logged-in user. Default settings are displayed for all users who do not have personal settings.
    Panels in Display Sequence
    Move panels to this grid that will be displayed on the account's Summary tab.

    To move a panel from one grid to another, select the panel and click the arrow button pointing to the grid to which you want to move it. To move multiple panels, clicking each one while pressing the SHIFT key or click the first and last panel in a range. To remove all panels, click Clear. To change the order of the panels, reorder the records in the grid.

    Use My Personal Setup
    Select to use your personal settings rather than the default. Even if you define personal settings, the default settings are used unless you select this check box.
  3. Click Save.
    Changes are applied to the Summary tab on your agency’s accounts.