Change Client Information
The “Account Details” screen is where the clients contact information is located. You can update your information in this screen. There are six sections.
- Account Information - This is used to setup the main client information such as address and defaults.
- User Management - Allows you to invite users to your account with custom permissions.
- Payment Methods - Here you set up your credit card information.
- Contacts - Here you can add additional contacts for your account.
- Account Security - This functionality is used if you provide access to any of your third party.
- Email History - This will list all of the emails sent to you for your review.
How do I get to this screen?
From the dashboard, click the update button under your address information.
How do I go back to the dashboard?
Simply, click the client area link in the breadcrumb menu.