How Do My Clients Change Account Settings

Clients learn how to change passwords and add two-factor authentication to be secure.

Last updated 24 days ago

This article shows your clients how to customise account settings. The Account settings page lets clients:

  • Edit profile information

  • Change the account password

  • Add two-factor authentication

  • View email history

  • Account delegates

  • Affiliate program (if enabled, Upmind Affiliate)

🚧 For information on managing two-factor authentication (2FA) as a client, follow this guide.

Opening the account settings page

  1. Log in to the client area.

  2. Click the profile icon.

  3. Select My account.

  • The Profile page displays.

Click My account

Editing profile information

Clients can update their personal and company details from the profile settings.

  1. Update the profile name and language, fill in the fields, and click Save to apply the changes.

  2. Add a new email or edit the existing email address.

  3. Change your phone number by adding a new number or editing the current one.

Update Account Profile

  1. Add or edit your address, and add company details to include your registered Tax/VAT ID.

Edit address
Add company details to include VAT ID

Managing account security

Changing your username

If you want to change your username, you will be prompted to provide your password again.

Change username
Username change

When changing your username, you will be prompted to provide the two-factor authentication code. An email will be sent afterwards to notify you of the change.

Username change email

Changing your password:

  1. Go to Security in the left menu.

  2. Enter your old password and new password.

  3. Click Change Password to save your changes.

Click Change password

If you forget your password and try to reset it, you will get an email confirmation to reset your password.

Forgot your password
Password reset email

When you reset your password, you will also need to provide a two-factor authentication code.

2FA code required

Once you change your password, an email notification will be sent to you.

Password change email

Restricting access with IP whitelisting

To restrict access, whitelist IP addresses in the client area by adding them.

Whitelist IP Address

Viewing email history

Clients can view a log of their emails and read each message.

  1. Click Email history on the left menu.

  2. A list of email messages will be displayed, including their statuses such as sent, bounced, and failed.

  3. Clients can view an email by clicking on the message they wish to open.

Click an email

Inviting delegate

Clients can invite a delegate and grant access to all contract products or specific ones.

  1. Go to Account Delegates in the left menu.

  2. Click Invite Delegate.

  3. Enter the delegate’s email address and select the contract products you want to share access to, or choose all.

  4. Click Send invite to confirm.

Account Delegate
Send delegate invitation

Viewing affiliate program

Clients can view the affiliate overview, commissions, and payouts by going to My Account and selecting Affiliate Program on the left side.

  1. Click on Affiliate Program in the left menu. It will show the Affiliate Overview.

  2. Clients can create an affiliate program link and track referrals from the affiliate overview.

  3. Clients can also manage payout destinations, view payout history, and see commission details.

Affiliate program