It is important to keep your account information up to date. This will ensure that any communications like alerts, daily reports and updated news will be delivered to you in a timely manner. Additionally, it is important to update your billing information if you need your invoices and other billing related questions to be delivered to a specific inbox or to have a specific name on them.
Updating contact information is easy and can be done at any time from the Admin portal. To update the information for your main integrator account you need to log in either with your main integrator user or one of the operational managers. To update the information of a specific customer you can either log in with the integrator level user or with a user that belongs to this specific customer and has access to the admin portal (either owner or admin roles).
For your main integrator account click on your name at the top right corner and select the Account menu, from here you can update all of the contact information:
To update account information for a specific customer open Account menu of that customer:
If you need to update the information on an invoice that was already issued you will have to first update the Account information for a specific customer and then after the changes were saved you can Reissue an invoice, and the new invoice will be issued with the updated account information.
In the event you need to update the contact information on the invoice that was issued for your main integrator account by us you will have to update the contact information under the Account menu first and then notify us that you need a new invoice because your billing contact information was updated. Please submit your request by going to the bottom-left corner, clicking the gear icon below your name, and selecting Get Support.