Change Account Information

Category: Account Basics

Update your email, name, company, and website link on your Account page. Update your alternate contacts as well.

  1. From the gear settings icon, choose your name to view your Account page.
  2. On the left, make any changes to your information. Screen Shot 2016-08-17 at 12.41.35 PM
  3. In the center, change your alternate contacts. “New User Notification” will receive an email when a new relationship signs-up. “Reporting” will receive a weekly update detailing activity and relationship sign-ups from the week. “Test Email” will receive the tests you send yourself from the Email page. “Roundup From” changes the sender of emails to your relationships. Add multiple contacts to any of these fields by separating each with a comma. Screen Shot 2016-08-17 at 12.42.02 PM