Account Profile
Account Profile Overview
Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...
Group User Defined Field
The Group User Defined Field is a field that can accept any value. The name of the field can be changed from the Account Profile tab. Once changed, the label will appear the same for all group clients. Information can be added to the field when a new ...
Individual User Defined Field
The Individual User Defined Field is a field that can accept any value. The name of the field can be changed from the Account Profile tab. Once changed, the label will appear the same for all individual clients. Information can be added to the field ...
Subscription
This section displays your current subscription. The trial subscription period is 14 days. After that time, your account will be locked, and you will only have access to the Dashboard. To unlock your account, select a paid subscription level from ...
Credit Card
Subscription to the Service requires a valid credit card or debit card for our third-party payment processor to retain for billing and payment purposes. We do not receive or store payment information. You can change your credit card information any ...
Password
A Password is chosen when you sign up for your membership. The password can be changed at any time. Edit Click the Account icon . Click Account Profile. Click Change Password in the Username and Password section. Enter your current password. Enter a ...
Username
A Username is chosen when you sign up for your membership. The username can be changed with another valid email address. Edit Click the Account icon . Click Account Profile. Click Change Uername in the Username and Password section. Enter your ...
Additional Users
Each subscription is for one user. Additional Users are allowed for inputting information only. The number of additional users depends on the subscription level. Each additional user has their own username and password. Additional users have access ...
Contact
The Contact section contains your name, address, and phone number. Edit Click the Account icon . Click Account Profile. Click the edit icon in the Contact section. Make changes. Click SAVE.