Customizing your user profile in CommerceJet allows you to adjust key settings like language preferences, security features, and subscription details. Follow this guide to personalize your account.
Step 1: Change Language Settings
To switch languages, click on the Flag Icon in the top-right corner of your CommerceJet dashboard. You can choose between English and Spanish based on your preference.
Step 2: Access and Update Your User Profile
Next to the language selector, you'll find the User Profile Icon. Click on it to view and edit your personal profile information. This section allows you to update:
- Name: Modify your display name.
- Email Address: Ensure your contact information is up to date.
- Role: View your assigned role within the platform.
- Notes: Add or edit any personal notes you want to keep on file.
If you need to log out, the Sign Out button is also available in this section for easy access.
Step 3: Adjust Account Settings
In the Account Settings section, you can customize your account further by configuring the following:
- Name: Update your account name.
- Timezone and Country: Adjust these based on your location for accurate scheduling and timekeeping.
- Subdomain and Username: Modify these to match your branding and preferences.
Step 4: Enhance Account Security
To increase the security of your account, navigate to the Security & Privacy section. Here, you can enable Two-Factor Authentication (2FA) for an added layer of protection. This requires a second form of verification, typically a mobile app or text message, when logging in.
Step 5: Manage Billing Information
In the Billing Address section, you can enter or update your billing details, such as:
- Billing Address
- Email Address
- Phone Number
- Fax Number (if applicable)
Step 6: Subscription Overview and Management
In the Subscription section, you can view and manage your plan. This includes:
- Subscription Status: Check whether your subscription is active.
- Billing Cycle: Review the current billing cycle.
- Manage Users: Adjust the number of users included in your plan.
- Payment Methods: Modify payment methods or cancel your subscription as needed.
Please note that some options may be restricted based on your user role within CommerceJet.
Success!
You’ve successfully managed your user profile in CommerceJet, allowing you to control key account settings, security, and subscription details. Be sure to explore these features and customize your account to suit your preferences.
Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.
Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.
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