Add, Remove, or Reassign Cost Center Services in Account Manager
Note: To manage your Cost Centers in the Support Portal, the equivalent process for Virtual Office Configuration Manager (X Series) users, click here.
Objective
Add, remove, or reassign services in Cost Centers.
Applies To
- Account Manager
- Cost Centers
Procedure
- Log in to Account Manager as an administrator.
- Navigate to Billing > Cost Centers.
- Click
next to the cost center you want to add or remove services for. - Click
.
Add Services
- Scroll down to Available Accounts.
- Find the service you wish to add in the list and tick the box next to it.
- Click
. - Check that the service is now in the list of Existing Accounts.
- Click
.
Remove or Reassign Services
- Under Existing Accounts, tick the box next to the service you wish to remove or reassign.
- A new box will populate.
- From the dropdown, select:
- Unassign From: [Cost Centre Name] to remove the service from this cost centre.
- Reassign To: [Cost Centre Name] to unassign the service from this cost centre and reassign it to the new cost centre.
- Click
.