How to Edit or Delete a MAXUP Product
Payment
Navigation: Client Administration > Search for existing Client > Edit Client
> Maxup > Edit Maxup Payment
This guide explains how to modify or remove an
existing MAXUP value-add product from a client's profile.
Before You Begin:
Prerequisites
- User Permissions: To edit or
delete MAXUP products, your user profile must be assigned the
MaxUp List Edit role by a System
Administrator.
Step-by-Step Guide
- Navigate to the client's
Maxup tab where the list of their
products is displayed.
- From the list, click on the product you wish
to modify or delete to highlight it.
- Click the Edit Maxup Payment button. A new screen will
open, allowing you to change the product's details.
- Update the fields as
required (see the Field Reference Guide below).
- Click Save to apply your
changes or Delete to remove the product entirely.
Field Reference Guide
This table details the fields you can edit on the
"Edit Maxup Payment" screen.
Action Buttons
- Save: Click this button to store the changes you
have made to the product's details.
- Cancel: Click this button to discard your
changes and return to the previous screen without saving.
- Delete: Click this button to
permanently remove this MAXUP product from the client's profile. A
confirmation may be required.