View and Edit Your Own User Account

As any type of user (including as a user without administrator permissions), you can edit your own account information to keep it up to date.

To view and make changes to your own account details, follow these steps:

  1. Click your initials in the menu bar.

    The account menu opens.

  2. Click My Profile.

    Your My Account page opens, showing your account information.

  3. To make changes to your account information, click Edit on the My Account page.

    A dialog with your account information opens.

  4. Use the attribute fields to edit your account information as needed.

    • Click on the navigation tabs within the dialog to switch between the available sections.

    • Asterisks (*) indicate required fields that you must fill out.

    • See the table Reference: User Account Fields for descriptions of the fields you can edit.

      Note

      The areas Membership and Permissions can only be edited by administrators.

  5. After you have finished editing your account information, click Save to save your changes.

    • Click Cancel without clicking Save if you need to discard your changes.

  6. To exit the dialog and return to the My Account menu, click Cancel (after clicking Save), or press the Esc key.

You have successfully edited your user account details.

Reference: User Account Fields

The following table shows the fields you can edit in your user account:

Category

Field Name

Description

Format/Options

Personal Information

First name

First name

Text field, mandatory field (*)

 

Last name

Surname

Text field, mandatory field (*)

 

Login

Registered e-mail

Text field, mandatory field (*)

 

Password

Access password

mandatory field( *) with visibility switching

 

E-Mail

Contact email address

Text field, mandatory field (*)

 

Phone (business)

Business contact number

Example format: +667 89 24416766

 

Phone (mobile)

Mobile contact number

Optional field

 

Phone (private)

Private contact number

Optional field

 

Company

Company affiliation

Text field

 

Type

User type classification

Dropdown selection

 

Department

Department assignment

Dropdown with “Default” option, mandatory field (*)

 

Job Title

Professional role

Text field

 

About

Personal description

Text field (250 characters max)

Settings

System Language

Interface language preference

Dropdown (e.g., “English (United States)”)

 

Country

User’s country location

Dropdown (e.g., “Falkland Islands”)

 

Region

Time zone selection

Dropdown (e.g., “GMT-03:00 America/Buenos_Aires”)

 

Affiliate IDs

Related affiliate identifiers

Comma-separated text field

 

Selected Affiliate ID

Primary affiliate selection

Dropdown selection

 

Preferred unit of length

Measurement unit preference

Dropdown (e.g., “Millimeter (mm)”)

 

Start Module

Default starting module

Dropdown selection

 

Additional email notification

Email notification settings

Toggle option

Addresses

Invoice address

Billing address details

Expandable section

 

Delivery address

Shipping address details

Expandable section