Table of Contents
User Profile #
- Login into your account with valid credentials.
- It navigates to the dashboard page.
- Click on the user icon or profile picture in the top right corner of the dashboard.
- When you click on the user icon, a drop-down menu is displayed.
- From the dropdown menu, click on the “My Profile” option to access your profile settings.
Steps to Edit User Profile #
- In the profile section, you can update your personal information.
- Update Personal Details:
- First Name: Enter or update your first name in the designated field.
- Last Name: Enter or update your last name.
- Email: Update your email address if necessary.
- Business Name: Enter your business name if applicable.
- Phone Number: Provide your phone number.
- Tax Name: Enter your tax name if required.
- Tax Number: Input your tax number in the specified field.
- Address: Fill in your address details.
- Profile Picture: Click on “Choose File” to upload a new profile picture if desired.
- After making all necessary updates, click the “Save changes” button at the bottom of the form to apply your changes.
- A success message is displayed; click on the ‘OK’ button.
- Updated information is shown in the ‘Personal Details’ card.
Steps to Change Password #
- In the user profile view, find the “Change password” option, usually highlighted in a separate section.
- Click the “Change password” button to open the password change form.
- In the “Old Password” field, enter your current password. Click the eye icon next to the password field to reveal it.
- In the “New Password” field, type your desired new password. Click the eye icon next to the password field to reveal it.
- In the “Confirm password” field, retype your new password to confirm it.
- After filling in all the fields, click the “Save changes” button to apply your new password.
- A success message is displayed. Click on the ‘OK’ button.
- If you are finished, you can log out by clicking on the user icon again and selecting “Sign Out.”
- Following these steps will help you successfully change your password in the user profile.
- Make sure to remember your new password for future logins.
