Update the name or notes on a Watchlist record so screening stays accurate.
Before you start
- You need the Security Officer, Local Admin, or Global Admin role. A Receptionist can view the Watchlist but can't change it.
Steps
- Click the Watchlist icon.
- Use the search tool (magnifying glass icon) to find the person's name.
- Click the Watchlist record.
- Click the Edit (pencil) icon under Entry Details and/or Watchlist Information.
- Change the First Name, Last Name, or Notes.
- Click SAVE.
Result
The Watchlist record shows your changes.
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