User Details
The User Details page allows you to manage your personal information. You can view and update your profile credentials to ensure your account remains accurate and secure.
Note
If an individual has been invited to manage an account with a specific role, they can manage their own personal information on the User Details page.
Change Your Contact Email
To change the Contact Email, follow these steps:
Step 1: Initiate the Change
To update your contact email address click Change Email.
Fig. 1. Change Email Button.
A notification will confirm that a verification link has been sent to your new email address.
Fig. 2. Change Email Notification.
Step 2: Verify the Email
Open the verification email and click Verify email. You will be redirected to the Change Email page to complete the change.
Fig. 3. Change Email Verification.
Note
The verification link is valid for 30 minutes. If it expires, you will need to request a new one.
Step 3: Change the Email
To update your email address, follow these steps on the Change Email page:
Enter your new email address and current password.
Click Submit.
A confirmation message will be sent to your new email address. Follow the instructions in that message to confirm and complete the update.
Fig. 4. Change Email.
Change Your First and Last Name
To update your first or last name:
Edit the First name or Last name fields.
Click Update to save your changes.
Fig. 5. Update Name Information.
Change Your Password
To change your password, follow these steps:
Step 1: Open the Password Change Request
Click Change Password button.
Fig. 6. Change Password Button.
Step 2: Enter and Confirm the New Password
Enter your current password.
Enter your new password, then re-enter it to confirm.
Click Confirm to save your changes.
Fig. 7. Change Password.
Additional Information
Learn how to enable two-factor authentication (2FA), manage active sessions, and strengthen account security.
View and manage company-wide account settings, including identity and address information.
Learn how to invite team members, assign roles, and manage user access to shared resources.
Learn how to configure notification delivery. Define default recipients based on user roles, add custom email addresses, and manage how alerts are distributed for key account events.