allow you to manage your personal and business details. Keeping your information up-to-date ensures effective communication and accurate reporting. For example, ensure your business address is correct for invoicing and customer correspondence.
Accessing this feature
Go to Settings
How to use it
Updating your business contact email
Go to Settings.
Choose your section. On the Settings page, you will see different categories or tabs, such as "My Profile", "Organisation Details", "Notifications", and "Security". To update your business email, click on Organisation Details.
Find what you want to change. Within the "Organisation Details" section, you will see various fields like "Business Name", "Address", "Contact Phone", and "Contact Email". Locate the Contact Email field.
Make your update. Click into the box next to "Contact Email" and type in your new, updated email address.
Save your changes. After you have made your change, look for a Save or Update button. It is usually found at the bottom of the section you are working in, or sometimes next to the field you have just updated. Click that Save button.
Confirmation (Optional but good to check!). Often, you will see a message pop up briefly, like "Settings updated successfully!" This lets you know your changes have been saved. If you like, you can even go away and come back to that section to verify your new information is showing correctly.
Tips
Visit your Settings regularly to ensure your contact details, business address, and other organisation information are accurate. Correct details mean customers can easily reach you, reports are accurate, and your professional image is maintained.
Review your notification preferences. Customise these to get the information you need without unnecessary distractions.
Choose a strong, unique password that combines letters (upper and lower case), numbers, and symbols. Consider using a password manager to keep track of it securely. Regularly updating your password is a good habit to protect your business data.
Verify what you have typed before clicking the Save button, especially for critical details like your business name or contact email.
Need help?
For further assistance, contact us at [email protected]