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

1. Click Account menu in the left side bar.

2. 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)