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How to Change the Customer on a TRX Transcript Reques

This article explains how to change the designated Customer on a TRX Transcript request. The Customer role is important because only the Customer has access to the credit card payment (Make Payment) button on their request.

Brandon Townsend avatar
Written by Brandon Townsend
Updated over a week ago

Why Change the Customer?

The most common reason to change the Customer on a TRX request is to enable the correct person to make a payment. Only the user designated as the "Customer" can access the payment functionality on the site.

Steps to Change the Customer

  1. Navigate to the Share Tab

    • Open the TRX Request

    • Click on the "Share" tab

  2. Initiate the Customer Change

    • Locate the current Customer's name in the list (they will have "Customer" listed in the Role column)

    • Click the "Change" link that appears next to the current Customer's name

3. Select the New Customer

  • A dropdown menu will appear

  • Select the new customer from the dropdown list

4. Save the Change

  • Click the "Change Customer" button to save your selection

  • The new customer will now have access to the payment functionality
    ​

Important Notes

  • Only one user can be designated as the Customer at any time

  • The Customer role provides access to the "Make Payment" button

  • Other users can still have View Only or TRX Admin access to the request

  • The change takes effect immediately once saved

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