Keeping your account information up to date is essential for secure and smooth service. Here's how to easily manage your account settings through the client area.
Step-by-Step Guide:
1. Log into Your Client Area
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Enter your email and password, or log in with Google if enabled.
2. Access Account Settings
Once you're logged in:
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Hover over or click your name/profile icon at the top right.
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Select “Account Details” or “Edit Account Details” from the dropdown menu.
3. Update Personal Information
You can update the following:
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Full Name
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Email Address
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Company Name (if applicable)
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Phone Number
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Default Billing Address
Make sure all fields are accurate. Then click “Save Changes.”
4. Change Password
To change your password:
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Go to “Change Password” under your profile menu.
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Enter your current password and a new secure password.
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Confirm and save changes.
5. Manage Email Preferences
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Navigate to “Email Preferences” (usually under "Account Settings" or "Contacts").
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Choose which types of emails you'd like to receive (e.g., promotions, system notices, invoices).
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Save your preferences.
6. Add or Manage Contacts/Sub-Accounts
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Go to “Contacts/Sub-Accounts”
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Useful for giving access to your team or billing department.
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You can:
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Add new users
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Set permissions (e.g., support only, billing only)
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Choose if they receive specific emails
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7. Enable Two-Factor Authentication (Optional)
For extra security:
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Go to “Security Settings”
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Click “Two-Factor Authentication”
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Follow the steps to link with your authentication app (e.g., Google Authenticator)
Tips:
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Always keep your contact and billing information updated to avoid service interruptions.
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Use a strong password and enable two-factor authentication.
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Review your settings periodically for security and accuracy.
