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Updating Your Account Details

Last updated 23/01/2021

How to change your personal information in the My Account page.

My Account

Any user can change their details from the My Account page.

To find the My Account page:

  1. Select your username in the top right.
  2. Select My Account.

Changing your First or Last Name will change wherever your name appears throughout the system; for instance, in the top right of the interface and the POS. The contact details that you change will update on the footer of emails and documents.

Changing your email address will also change your login username, so be careful to only use active, accessible email addresses.

Login Events

Selecting Login Events will give you an overview of all logins to the system from this account, providing you with location, IP Address, and more.

Field Explanations

Field Explanation
First Name Your First Name
Last Name Your Last Name
Title Your Job Title
Phone Your Phone Number
Mobile Your Mobile number
Skype Your Skype ID
Email Your email address

Changing your Password

You can also change your password. See the Changing Your Password Help article for additional information.