Knowledge Base/Client Portal/Client Profile

Client Profile

The Profile section lets you update your personal and company information, change your password, and upload your logo.

1. Accessing Your Profile

  1. Click your name or avatar in the top-right corner.
  2. Select Profile or Account Settings.

2. Updating Personal Information

  1. In the Personal Information section, update:
    • Full Name
    • Email Address
    • Phone Number
    • Position / Job Title (if applicable)
  2. Click Save.

3. Updating Company Information

  1. In the Company Information section, update:
    • Company Name
    • Address (billing and shipping)
    • City, State, Postcode, Country
    • Website
    • VAT / Tax Number
  2. Click Save.
  1. Click the profile photo placeholder or the camera icon.
  2. Select an image file from your computer (JPG, PNG recommended).
  3. Click Upload.
  4. Your logo will appear on account-related documents.

5. Changing Your Password

  1. Find the Change Password section in your profile.
  2. Enter your Current Password.
  3. Enter your New Password.
  4. Re-enter the new password to confirm.
  5. Click Update Password.

If you cannot remember your current password, log out and use Forgot Password on the login page.

6. Changing Language

  1. Find the Language dropdown in your profile settings.
  2. Select your preferred language.
  3. Click Save.
  4. The portal interface reloads in your chosen language.

Tips

  • Keep your email address up to date — invoice notifications, contract emails, and password resets are sent there.
  • Upload your company logo so it appears on documents you download from the portal.
  • Change your password regularly for security, especially if you share a computer.