Profile tab
Profile tab
On this tab the user has the option to:
- Enter, modify or delete personal data, industry information and position within the company;
- Add or delete contacts of employees who are responsible for payments;
- Change login and password to enter the service;
The tab has the following elements:
1. Tab Switch Panel;
2. Firstname, lastname - text field;
3. Phone - text field;
4. Skype - text field;
5. Industry - dropdown list;
6. Position - dropdown list;
7. Additional information - a text field in which comments can be entered or data can be specified if they were not in the list Industry and Position;
8. Block for changing login and password;
9. Invoice details form - сompany information that is used for downloading the payment receipt.
10. Contact for billing - text field. Accepts only email values;
11. Contact for receiving reports - text field. Accepts only email values;
12. Update - if you have made any changes on the page, they will be saved when you click the button..
Adding user information
To update your profile information, you need:
-Enter data in fields 2 to 7.
-Click Update button.
Changes are saved and displayed in the profile.
Adding billing information
The administrator of the service can specify the contacts who are responsible for payments in the company. For this purpose, you need to:
-Enter the required email into fields 10;
-Press the Add(+) button.
After adding the email is displayed above the field.
You can add up to five emails for each of your contacts.
Adding reporting information
The administrator of the service may specify the contacts who are responsible for the analysis of the service usage. For this purpose, it is necessary:
-Enter the required email into fields 11;
-Press the Add(+) button.
After adding the email is displayed above the field.
You can add up to five emails for each of your contacts.
Change the user login
User's Email is at the same time a login to the service. The user has the ability to change it.
The block for changing the login/password has the following elements:
- Email - current value of user's email. (Can not be changed manually, by analogy with the field firstname, lastname);
- Password - current value of the password (in encrypted form);
- Change email - clicking on the button will open a form for changing email.;
- Change password - clicking on the button opens a password change form;
To change your email you need:
- Click the Change email button (point 3 above);
- In the opening form, fill in the fields:
-New email address - new email, to which the service account will be linked.;
It is not possible to specify the email of an existing user.
-Confirm your password - enter a current password from the service.;
- Click the Change button;
After you send a request to change your email, you will be notified that you need to activate a new email address. A box informing you about the request status is also displayed.
Activation email is sent to your current account email.
If you click the Cancel button, the request becomes cancelled and the e-mail with activation becomes inactive.
- Open the received letter and click the Confirm button.;
After confirming the change of email, the new value is displayed in the profile.
If a user created an account via WordPress plugin and did not activate it at the onboarding stage, the password field is not available on the profile page..
The first change of email is available without entering a password:
A confirmation letter for email change is sent to the new address. When you confirm your email, a password is also set.
Password change
To change the password it is needed to:
- Click Change Password icon;
- In the opening form, fill in the fields:
-Current password - enter current account password;
-New password - new password value;
The new password must not be the same as the old password, must be at least 8 characters long, contain numbers and Latin characters..
-Confirm New Password - Confirm New Password.
- Click Change button.
After you change your password, you will receive an email notifying you that your password has been changed. If the change of password was not initiated by you, you can reset it..
