Understanding the Modify option in Web Admin:

Name/ Address/ Tax ID

Unable to modify this section

The information provided is imported from Horizon

Phones

A home Number is required

Work/ Mobile/ Other Phone is optional

Modifications can be made in this section; however, they must match Horizon

Email/ DOB/ Security Questions/ User Type

Modifications can be made for the email; however, they must match Horizon

The client’s user type can be modified

(See external transfer SOP)

Token ID and Transaction Security Exemptions

DO NOT MODIFY

Click on Save Changes

Any modification must be saved and snipped on the client HubSpot Ticket