Account Configuration and Settings

Click on the question below for which you would like more information.  For more details regarding account configuration and settings, open the Managing Your Business Information or Managing Users books.


How do I change my username/email address?

  1. Refer to Editing a user.

How do I update my personal account settings?

  1. Refer to Editing a user.

How do I update my business' information?

  1. Refer to Editing your business contact information.

How do I add a new address?

  1. Refer to Adding, editing, and deleting business addresses.

How do I add a new user?

  1. Refer to Adding a user.

How do I edit my business' profile?

  1. Refer to Editing your business profile.

How do I update/add my commodity codes?

  1. Refer to Viewing and adding commodity codes.

How do I update my account preferences?

  1. Refer to Editing your account preferences.

How do I change the user roles for our business?

  1. Refer to Editing your account preferences.

How can I receive email notifications only (instead of emails and faxes)?

  1. Refer to Editing a user.

  2. In the Preferred Notification Method field, select Email.

How can I receive fax notifications only (instead of emails and faxes)?

  1. Refer to Editing a user.

  2. In the Preferred Notification Method field, select Fax.

How do I change my password?

  1. Refer to Changing your password.

How do I delete a user?

  1. Refer to Deleting a user.

 

Related Topics