How do I edit a shared account in Everest Partner Edition?

To edit or remove a shared account as a service client: 

1. Sign in to Everest. 
2. Use the navigation menu at left to go to My Everest, then Apps & Integrations. 
3. Scroll down to the Utilities section, find Account Sharing, and select Settings. 
4. Under the Who Has Access tab, find the row for the shared account you want to edit. 
5. Use the dropdown menus to edit Status or Role. 
   • Role can switch between Read-Only and Login Access. 
   • Status can be changed to Revoked to remove a shared account. 
6. Select anywhere outside the dropdown menu to finish. 

To edit a shared account as a Partner: 

1. Sign in to Everest. 
2. Use the navigation menu at left to go to My Everest, then Apps & Integrations. 
3. Scroll down to the Utilities section, find Account Sharing, and select Settings. 
4. Under the Shared With Me tab, find the row for the shared account you want to edit. 
5. Use the dropdown menus to edit Status or Role. 
6. Select anywhere outside the dropdown menu to finish. 

To edit the manager(s) for a shared account as a Partner: 

1. Sign in to Everest. 
2. Use the navigation menu at left to go to Partner Edition, then Child & Shared Accounts. 
3. Select Manage Accounts at the top right of the page. 
4. Select the Shared Accounts tab. 
5. Under the Managed By column, select the dropdown menu on the row for the shared account you want to edit. 
6. Check the box beside the manager(s) you want to add. 
7. Click anywhere outside the dropdown menu to finish.