Account settings

Spis treści:

1. Account settings.

1. To make changes to the account settings, press the My Account button in the menu, and then select Account Settings from the drop-down list.

2. The new subpage will display information about your account, including:

   1. My data (name and surname, email address, telephone number).

   2. Company data (company name, address, tax identification number, company e-mail address).

   3. Users (list of account users with their name and surname, the set limit of the order and the role on the company account).

   4. Other orders (currency and default language).
      

      

3. Editing account user data.

   1. If you want to edit your data, press the Edit data button.

   2. In the new window, enter the current data and then press the Save button.

4. Change password.

   1. To change the password, press the Change password button.

   2. In the newly opened window, enter the current password, and then enter the new password twice. Finally, hit the Save button.
      

      

5. Editing company data.

   1. If you want to edit company data, click the Edit data button.

   2. After making changes, press the Save button.

6. Editing the permissions of other users.

   1. To edit a user's permissions and status, press the Edit button at the end of the user's data line.

   2. In the newly opened window, select the permissions you want to edit, and then press the Save changes button. The possibilities of editing the rights of the account users are described in point 7.
      

      

7. As the account owner, you have the option to edit:

   1. User role. From the drop-down list, select one of the options: Client - administrator or Client - user.

   2. The maximum value of orders. Enter the maximum value of one order in the field

   3. User rights. From the list of available rights, select the ones you want to assign to the user.
      

      

8. Adding a new user to a business account.

   1. To add a new user to an account, press the Add new user button in the Users tile.

   2. In the newly opened window, set the role of the new user (Client - user or Client - administrator) and press the Next button.

   3. Enter the first name, last name and email address of the new user and press the Send invitation button
      

      

9. Edit currency and default language.

   1. In the Other Settings tile, tap the Edit Data button.

   2. Select the currency and/or the default language of the platform from the drop-down list.

   3. Click the Save button.