Updating a customer account – details, users and access

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

1. 
   
   

   Note: 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 Change active account to switch to another account.

2. Here you can update/ view:

   Contact Details
   Entity Details
   Billing Details
   Users and access
   Logo

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

   Note: The 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 to update the portal information.

4.  View and open your active users from the Details tab by clicking on the Active User icon or see the list of users under the Users tab.

   

5. 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.
   

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

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

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