Account
The account section in the customer portal serves as a central hub for users to manage their profile and associated details efficiently.
Navigation to Account Menu in Customer Portal
Click
Account menu in the left side bar.This action will direct you to the account window, where you'll find a list of tabs below.
Tab
Description
Editable
Contact Details
View contact information including associated emails, phone numbers, addresses, and related employees.
No
Employees
Display employees associated with the contact.
No
KYC Codes
Show relevant KYC documents associated with the contact.
No
Memberships
Display memberships related to the contact, including details such as status and benefits.
No
Security
Change password for account security.
Yes (Change Password)
Last updated