The client details section of the client area is where you manage the contacts and payment details for your account.
When you first access to the client details area, you'll see the primary contact for the account.
The primary contact is the person who will be charged with administration and payment for the account. The email address associated with the primary contact is very important. Any requests for account changes must come from this email address. If you submit a termination request for your account, it must be submitted in writing, either directly via the ‘Request Cancellation’ option, or by email sent to firstname.lastname@example.org from the primary address on file. We will not consider any other request as valid, including requests via telephone, online chat, or requests from an email address other than the primary address on file.
The fields you can edit in the client details are largely self-explanatory. However, you might want to keep a few things in mind:
If you have more than one person responsible for the account (e.g. an administrative assistant or an accountant), you can add them as an additional contact to your account.
To add additional contacts to your account:
1. Log in to the client area.
2. Click the +New Contact button on the left side of the page.
3. Fill out the name, address, email address, and telephone number for your contact.
4. Click the Save Changes button.
Optionally, you can designate the contact to receive copies of emails that we send.
Contacts that you designate to receive copies of System emails will receive copies of:
Contacts that you designate to receive copies of Product emails will receive copies of:
Contacts that you designate to receive copies of Invoice emails will receive copies of:
Contacts that you designate to receive copies of Support emails will receive copies of:
You can also allow your additional contacts to log in to the Client Area and make changes to your account on your behalf. For more details, see Additional Client Area Logins.
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