How can I change ownership or attributes for a Net Account if I can't do it through the UI?

In this case, it's best to update the ownership through an Account Attribute import.

Go to Accounts > Create/Update Net Accounts and use the drop down menu to find the name of the account you want to update.

Export the composition of the net account grouping by clicking on the Excel icon to the upper right of the list of accounts.  See SS# 1.

SS# 1

This will open a spreadsheet with the accounts making up the net account (See SS# 2).  Use this information (Keys, Acct#, Acct Name) to populate an Account Attribute import file (SS# 3).  To get the Account Attribute template, go to Data > Data Import and select Account Attribute Load from the selections available using the drop down arrow for Data Import Type (see SS#4)

SS# 2


SS# 3

SS# 4

Things to note:

• Any change in ownership must use the new owner's login ID (an email address), not their user name.
• Ownership cannot be changed to blank via import.
• Make sure to rename the 'Keys' in the Account Attribute import template correctly.  If unsure, go to System Control > Rules and Checklists > Account Unique Key Selection to see how many Key columns are required and what the Key headings should be renamed.