Use the Account Summary page to view the primary information for the selected account. If you have multiple accounts, you can select an account from the dropdown list to view the Account Summary for a different account.

• Viewing Account Summaries

• Changing Account Settings

Viewing the Account Summaries

To open the Account Summary page:

1. Click the Administration tab > Accounts subtab.

   1. If you have one account, the Account Summary page opens.

   2. If you have more than one account, identify the account to view and click the Account link. The Account Summary page opens.

2. View the account summary for your account.

The Account Summary page is organised into these panels:

• Account General Information

• Account Daily Spending Limit

• User Administration

• Billing and Payment Information

• Tactic Settings

Changing Account Settings

The User Administration panel appears only to administrators on the account.

Table 1. 

Task	Procedure
To open the detail page to make changes to the information in that panel.	Click the title of a panel, or click the edit button in the corner of the panel.
To open the Add Funds page to add funds to this account.	Click the Add Funds link in the Billing and Payment panel.
To open the Account Payment Method page to add a new payment method (for example, a credit card) or to edit an existing payment method. You may also update the charge amount for the account.	Click the edit link in the Payment Method field of the Billing and Payment Information panel.

To learn more about account settings, see:

• Accounts

• Account General Information

• Account Daily Spending Limit

• Account Payment Method

• Account Tactic Settings

• Add Funds