Knowledgebase

My Details

We try to the best of our abilities to keep accurate and up to date information on our customers. However mainly relies on the information you provide us, so we ask that if your details do change, that you update them with us.

Using "Client Login" you can securely and easily update your details.

First login to "Client Login" using your email address and password.

Once logged in, under the "My Account" heading, go to "My Details".

Here you are able to update your name, address, phone number, default payment method, default billing contact, change marketing status and enable or disable SMS notifications.

From this section you can also add, update or remove contacts, contacts are a great way for you to grant other users access to your account.

Using the contacts area, you can setup what access the user has to your account or what emails they receive. As an example you can setup so the staff member who pays your accounts will be sent new invoices so they can pay then straight away.

More information on Contacts can be found in the "Client Login" section of Knowledgebase.

My Details also allows you to update and change your password and security question, follow the appropriate sub menu to change or update these fields.

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