Updating Your Account Settings

Accessing Settings

Navigate to the Settings section in your sidebar. This is where you manage your portal preferences, branding, and contact information.

Branding Options

You may be able to update your organization logo, brand colors, and other visual elements that appear in your portal. These settings ensure your portal reflects your brand identity. If you do not see branding options, your agency team manages them on your behalf.

Contact Information

Keep your primary contact email, phone number, and address up to date. This information may be used for communications, invoices, and support tickets. Accurate contact details ensure you never miss important updates.

Notification Preferences

If available, you can configure how you receive notifications — for example, email alerts when a ticket is updated or when a new report is ready. Adjust these to match your preferences so you stay informed without being overwhelmed.

Need Changes You Cannot Make?

Some settings may be managed by your agency team for consistency and security. If you need a change that you cannot make yourself, submit a HelpDesk ticket and your team will take care of it.