Managing User's Profile

Users can now edit the Account Name on the Settings page by selecting Edit Account Details.

Points to know

• Account owners must save the account name before updating the customer’s name.

• Account owners invited as admins to other accounts can update the customer name for those accounts.

• Account admins can update customer names for any accounts where they have admin access.

To edit the account details, perform the following steps.

1. On the navigation bar, click Settings.

   Open

   

2. In the Settings pane, click Accounts. The user’s accounts details are displayed in the right.

3. Click Edit Account Details and modify the account name as needed