OLT: How to Modify the Admin Preparer/ERO’s Information for a Location

Description: This article will guide you on how to modify the Admin Preparer/ERO's information for a specific Location.

Process: 

Note: The Admin Preparer cannot be deleted or deactivated. However, you may update their information as needed.

To modify the Admin Preparer or ERO details for a specific location, please follow the instructions below:

1. Log in to your MO (Multi Office Admin).
   
   

   

   
   
   

2. Click on ‘ADMIN‘ in the left sidebar.
   
   

   

   
   
   

3. Locate the Location Account where the Admin preparer/ERO is under, and click on the Pencil Icon.
   
   

   

   
   
   

4. Click on ‘Save and Continue’.
   
   

   

   
   
   

5. Look for the preparer with the designation, “(Admin Preparer)”.
   
   

   

   
   
   

6. Click on ‘EDIT’ for that preparer account.
   
   

   

   
   
   

7. Modify the necessary information.
   
   

   

   
   

   

   
   
   

8. Scroll down and click on ‘Save and Continue‘ to save the changes.
   
   

   

   
   
   

You have now modified the Admin preparer/ERO’s information for that Location.