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.

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.

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

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

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

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.

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

After adding two or more payment methods, you can change the default method.

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.