Profile

Customer account information can be viewed and updated by selecting the Profile link in the Menu sidebar. Within this screen, the Customer can update their personal details, define their preferred method for receiving correspondence, set the date format and time zone for their account.

 

If the Password Questions option has been enabled in the Admin>Setup>Privileges>System tab, two password challenge questions with answers can be defined within the Account Information screen.  These are the challenge questions that will be asked to verify a Customer before re-sending them a system password, when the Customer selects the  Lost Password link on the Login Page.

 

**A customer can never amend their Username.**



customer_profile.png
 

To access Customer account details:

  1. Select the Profile link in the Menu options
    The screen defaults to display the account information window

    customer_acctinfo.png

  2. Update details
    This includes refining the date format, preferred method to manage correspondence and setting the questions and answers for security challenge questions, if enabled for the system.

  3. Click Save.