Page Comparison

   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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You will need to be an ACCOUNT ADMINISTRATOR to be able to make changes to the customer account.

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. Use Select Change active account to  to switch to another account.

7. Here you can update/ view:

   Contact Details
   Entity Details
   Billing Details
   Users and access
   Logo

8. 
   

   Update your Account information under Details, using the arrows on the right to expand and collapse each section.
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   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 Extract Extract to update the portal information.

   
   

9.  View and open your

   Select Users tab or view active users from the Details tab

   by clicking on the Active User icon or see the list of users under the Users tabImage Removed.

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10. Here you can add additional user information - Position, Division and Work Phone. This can then be used as a field you can filter on in the user view.
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11. Select the account level and see or change (administrator access only) the status of the account access.

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

13. 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.

    To add/change your logo, select the Logo tab. 

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

    
    

14. Select Logo tab.

15. Add or change Logo.

16. Save.
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