2. Managing account – Details, users and access

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.
   
   

   Open

   

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.

   
   
   

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

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

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

   Open

   

10. Select Logo tab.

11. Add or change Logo.

12. Save.