Account Information: Modify

Account Information displays the current user information.

To edit your user information:

  1. On the menu found at the top of the page click Account Info.

  2. Click Account Information tab.

  3. Click Edit.

  4. Modify the user information as needed.

    Note: Please note that only the Salutation, Extension Number and Fax Number fields are optional.

  5. Click Update to save the changes. Otherwise, click Cancel to withdraw any modifications made.

What's Next:

Account Information: Review Financials