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   From the Account screen, click on the Manage customer account in the centre of the screenImage Removed or use the side navigationImage Removed or top navigationImage Removed.         

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  1. Navigate to Account > Manage customer account on the side bar menu.
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  2. View Details, Users, Logo information using the tabs.
  3. Select Details tab.
  4. Check the account information using the drop-down to open each section – Contact details, Entity details, Billing details.
  5. Make any amendments required.
  6. Save.

    Warning

    Make sure you check you are in the correct customer account before you make any changes. See the Customer Account name in the top navigation.

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  1. Select Change active account

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  1.  to switch to another account.

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Here you can update/ view:

Contact Details
Entity Details
Billing Details
Users and access
Logo


  1. Tip

    Entity Details are extracted from the ABN register. These details can only be updated from the registered information. If they are changed on the ABN register, Refresh ABN

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  1. Extract to update the portal information.

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  1. Select Users tab or view active users from the Details

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  1. tab

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Select the account level and see or change (administrator access only) the status of the account access.

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  1. Click on user name or image to Manage customer account membership.

  2. Add / amend User details, Access level or Account activation as required.

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    Tip

    The top section containing User email and User phone, can only be updated by the User. See My Profile.

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  1. Adding additional user information, eg. Position, Division can be useful to use as a filter in the user list.


  2. Select Logo tab.

  3. Add or change Logo.

  4. Save.
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