Changing Your Profile
Once you are signed in to the online product, click on the My Account tab to view the profile screen. Below are the profile fields that you can edit as necessary. Note that required fields are marked with an asterisk (*) beside the field name.
- To change the user ID, enter the new password in the User Id box. The user ID must be a valid email address for a specific user. This entry is an alphanumeric entry of up to 50 characters in length. Special characters such as at sign @, period (.), dash (-), and underscore (_) are valid characters for the user ID
- To change the first name of the user, enter the new first name in the First Name box. The first name is an alphanumeric entry of up to 100 characters in length
- To change the last name of the user, enter the new last name in the Last Name box. The last name is an alphanumeric entry of up to 100 characters in length
- To change the telephone number, enter a valid telephone number in the Telephone box. You can enter the dashes or not enter the dashes with your phone number entry
- To change the user type, select the user type of User or Customer Administrator from the User Type drop-down list. Only one user type can be selected
- To change the status of the user, click Active or Suspended from the Status drop-down list
- To add or edit the note, enter the note in the Note box
Once you have made your edits, click on Save. You will see the message “User details have been saved successfully”. Click OK and the updated profile data displays on the User Details screen.
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