Step 1: Confirm all contributors on the Listing.

  • Only remove non-active accounts from the record if the partner requests it (users with Viewer permissions cannot update or delete the content, they can only view it and view the reporting for the item).


Step 2: Clean up account information on the Listing.

  • Walk through the partner’s account information and update all fields.
    • Note: You cannot change the email address; if it is wrong, you need to create a new account and transfer the Listing into the new account name.
  • Identify all of the other accounts that have access to the Listing, and remove any accounts that are not valid (do not delete accounts at this stage; if an account no longer exists, make a note of this and action later using the Deleting an Account instructions). If you remove users from the account, be sure to add this as an external note later in the process.