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Editing Vehicle Information in the Portal

Written by Matt Harris

The portal allows you to edit a customer's vehicle information. If your organization assigns plans by vehicle, best practices for fraud prevention should be considered when altering vehicle information.

To modify a customer's vehicle information in the portal, follow these steps:

  1. In the portal, navigate to Users & Accounts and click on Users.
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  2. Enter the customer's information into the search bar, then click on their profile.

  3. Click on Accounts, then Vehicles.
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  4. To change the vehicle information, click the triple-dot on the left under "Actions," then select the Modify Vehicle button.
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  5. In this Edit Vehicle pop-up, you can change the Year, Make, Model, Body Style, Color, License Plate State, or License Plate Number.
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    ​Note: Spaces and certain Special characters should be omitted when entering Plate Numbers.
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    Optionally, you may use the Model Label Override if the customer's vehicle model is not listed in the drop-down menu.
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  6. Click Update to save any changes.

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