How to manage users & contacts in your Client Area account Print

To manage secondary users for your account:

1. Log into your Client Area account
2. On the left-hand side of the home page, click on the green Update button
3. From here, you can update & manage your:
   - Account Details (i.e. name, address, contact information, etc.)
   - Secondary users for your Client Area account
   - Payment Methods
   - Contacts
   - Account Security
   - Email History
4. In the little menu on the left-hand side of the screen, select User Management
5. You should now see the User Management screen
   From here, you can both send secondary user invitations via email as well as remove access from any existing users

To manage contacts for your account:

1. Log into your Client Area account
2. In the blue menu bar above where it says Welcome Back, YOUR NAME, click on the drop-down menu that says Hello, YOUR NAME! on the right-hand side.
   Click on Change Password
3. You will be taken to the Change Password screen.
   Fill in the fields as described on screen.
4. Once you've finished doing that, click on the Save Changes button.

If you need further assistance, please open a support ticket so our staff can assist you further!