How do I change or update my account details December 9, 2022

Keeping your account details up to date is essential for seamless communication and account management. Whether you need to update your contact details, change your registered email address, or add an additional contact, you can do so easily through the client area. This guide provides step-by-step instructions to help you manage and update your account information efficiently.

Updating Your Contact Details
You can update your name, address, phone number, company name, and email address through the client area. Follow the steps to update contact details:

1. Log in to the client area.
2. Click Account Details from the sidebar.
3. Select My Account.
4. Update your details in the provided fields.
5. Click Update Details at the bottom of the page.

A support ticket will be raised, and our team will contact you via your registered phone number for verification. Once confirmed, we will update your account accordingly.

Updating Your Registered Email Address
If you cannot access the client area and need to change your registered email:

1. Email us at [email protected] with your new email address.
2. Provide details of your last three transactions, including amounts, dates, payment methods, and your registered contact number for verification.
3. Once verified, we will authorise and process the email update.

Adding an Additional Contact
You can add new contacts only through the client area. Our support team cannot add contacts manually.

Steps to Add a Contact:

1. Log in to the client area.
2. Select My Account > My Contacts.
3. Click Add a Contact.
4. Enter the new contact’s details.
5. Set the relevant permissions (e.g., finance contacts should have billing access only).
6. To allow them to log in separately, enable Sub Account and create a password.
7. Click Save.

For further assistance, feel free to contact our support team.