Document Actions
Update a user ID (logon)
Once you have a User ID you need to update details whenever they change. Learn how to update your customer, branch and user details.
Further information
Update your details
Users can change their own password, telephone or fax number. Administrators can update these details, and more, for any User.
Administrators: update your users
Administrators can create and amend Users; lock or restrict a User ID (Logon).
Update customer account details
Administrators have access to update customer account details, view, email or print copies of invoices and change the bank account that the direct debit is paid from.
Update branch details
Administrators have access to create or update a branch and set up a branch to receive invoices by email. They can also change the bank account that the direct debit is paid from.
