---
title: "Manage Your Portal Account"
source: "https://docs.nexcess.com/software/accounts-licensing/manage-your-portal-account/"
description: "This guide will show you how to manage your account settings, profile information, saved payment methods, and billing preferences from the customer portal. Befo…"
vertical: "Software"
area: "Accounts & Licensing"
date: "2026-08-31"
last_modified: "2026-08-31"
---

# Manage Your Portal Account

This guide will show you how to manage your account settings, profile information, saved payment methods, and billing preferences from the customer portal.

Before you begin

- Log into the [customer portal](https://software.liquidweb.com/settings/profile/).
- Confirm you can access the account email inbox.
 
 

## **Understanding the Dashboard**

The Dashboard provides a central overview of your account and quick access to common tasks.

From the Dashboard, you can:

- Review subscriptions
- Open invoices
- Access license management
- Review payment methods
- Open subscription details
- Add subscriptions
- Contact Support

The Dashboard is intended as a starting point for managing your account and subscriptions. Use the left sidebar to navigate between various areas.

![Liquid Web Software Portal - Navigation](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-21-at-13-45-13-Dashboard-–-Liquid-Web-Software-2-scaled.png)## **Opening Settings** 

Most account management tasks are handled from the Settings area.

To open it:

1. Log in to the customer portal
2. Select **Settings** from the left sidebar

The Settings area includes:

- Profile
- Account

You can switch between sections using either:

- The sidebar
- Or the tabs at the top of the page

## **Updating Your Profile Information**

The Profile section controls your personal account information.

You can update:

- First name
- Last name
- Login email
- Company name
- Phone number

![Liquid Web Portal - Settings page](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-20-at-4.55.17-PM-scaled.png)Phone numbers should use international formatting when possible.

## **Updating Your Account Information**

### **Updating Your Email Address**

1. Open **Settings → Account**
2. Enter your new email address
3. Select **Send confirmation link**
4. Check your inbox for the confirmation and follow the instructions in the email

![Liquid Web Software Portal - Account - Change Login Email](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-21-at-2.02.18-PM-scaled.png)Your email address is used for:

- Account notifications
- Renewal reminders
- Receipts
- Password reset messages

### **Updating Billing Information**

- Open Settings → Account
- Scroll down to Billing Details
- Click Edit to change your information

![Liquid Web Software Portal - Account - Billing Details](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-21-at-2.08.45-PM-scaled.png)The Billing Details section displays:

- Contact name
- Business name
- Billing address
- VAT or Tax ID

Changes made here apply to **future** invoices.

### **Managing Saved Payment Methods**

The Payment Methods section displays all saved cards on your account.

You can:

- Add a payment method
- Remove a payment method
- Assign a default payment method

The default payment method is used for automatic renewals.

![Liquid Web Software Portal - Account - Payment Methods](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-21-at-2.29.46-PM-scaled.png)To add a new payment method:

- Click **+ Add payment method**
- Choose: 
    - **Card** for credit/debit cards
    - **Bank** for direct withdrawal or Venmo
    - **PayPal**
- Fill out the relevant details and/or follow the on-screen directions

![Liquid Web Software Portal - Account - Add payment method](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-21-at-2.39.47-PM.png)After adding two or more payment methods, you can change the default method.

![Liquid Web Software Portal - Account - Payment methods](https://docs.nexcess.com/wp-content/uploads/2026/08/Screenshot-2026-08-21-at-2.31.48-PM-scaled.png)## **What Happens Next**

Changes to your account settings apply immediately throughout the portal.

Updated information may affect:

- Renewal reminders
- Future invoice details
- Account communications
- Subscription renewals

Future notifications and receipts use your updated email address automatically.

## **Troubleshooting**

**I Don’t See the Settings Area**

Confirm you are logged into the customer portal using the same email address associated with your account.

**Save Changes or Save Preferences isn’t Working**

Refresh the page and try again.

If the issue continues:

- try another browser
- use an incognito/private window
- disable browser extensions temporarily

**I Can’t Remove my Default Payment Method**

You must first:

1. Add another payment method
2. Set the new method as Default
3. Remove the old payment method

**I See “Error Fetching Data”**

Refresh the page or log out and back in. If the issue continues, contact Account Services.