How to edit a MSA Fee Item in Company Details

Overview

MSA Line Items can be fees or discount items added to your Company Details page and assigned to 1+ client cards. This fee or discount will then automatically appear on every scope (to the whole scope) created by your users for those clients with the MSA item applied.

Pre-Requisite

1. Members must have a SCOPE Better account
2. MSA Creators must have the correct permission to do edit MSA items

Step-By-Step Instructions

1. Go to Manage>Company Details
2. Find the MSA Fee Item to be edited

3. Choose the pencil icon to edit the item

4. Edit any of the elements needed within the pop up

5. Select 'Save'

Resources

For more information on how to create a MSA Fee Item, see here

For more information on how to remove a MSA Fee Item, see here

For more information on how to utilize a MSA Fee Item in a scope, see here