An overview on how Administrators can mark existing individual users or vendors as 'Test' Files.
For more information on adding new test accounts, please see Manually Add Users and Manually Add Vendors.
Mark Test Records
1. Log in to your administrator account.
2. On the left-side menu, head to the Users tab or Vendors tab.
3. Select the record you want to mark as test.
4. A side panel will open.
5. Scroll down to turn on 'Test File' option.
6. Record will now be marked as a test file.
7. You can go back to the record at a later time and un-mark it as a test file.