Overview
Your account settings let you view and manage your personal details, electronic signature, notification preferences, and password.
Navigation
Select your photo or initials in the top right corner of the screen, then select Settings.
The Account settings screen opens. It contains four sections:
- Notifications
- About you
- Signature sample
- Security settings
Notifications
Select the appropriate option in the Email notifications box to choose which emails you want to receive. If you are new to the system, selecting All emails is a good starting point. You can review and adjust this later.
About you
Select About you to view your profile and current contact information.
To update any details, select the pencil icon next to the relevant section. Depending on what you need to change, follow the appropriate guide below:
- Create a change of name request – to update your title, forename, middle name, or surname, including legal name changes
- Create a change of contact request – to update your email address or telephone number
- Create a change of address request – to update your postal address
Signature sample
Select Signature sample to set or update your electronic signature. Your signature is used to approve official statements and agreements.
Before creating your signature, read the terms and conditions and privacy policy by selecting the links provided. They open in separate browser tabs. Once you have read them, close those tabs and return to the signature section.
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If you have not yet created a signature, the signature box will be empty. You have three options:
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Security settings
Select Security settings to change your password.
Enter your current password, then enter your new password. If your new password does not meet the required complexity, guidance will appear in red. Once your new password meets the requirements, enter it again in the confirmation field to confirm it.
Select Save to apply your changes.