How to update your account contact information and additional contact details

Marc

Last Update 2 months ago

As part of our account security and privacy policies, changes to customer account details must be client-initiated from within the Network Dynamics Client Area and cannot be made directly by support staff.


To update account information, you will first need to log into your Network Dynamics Client Area - If you’re not sure how to access the Client Area, please follow this guide before continuing - How do I Login to my Network Dynamics Client Area?

Updating account contact information

The details listed in the 'Account Details' section are the account’s contact details, such as name, address, phone, email address etc.

Please note that these are not the login details for the account. Please see the "Updating the Owner Profile details" section further below for information on updating those details.

To edit the Account Contact Details;

1. From the main dashboard in your Network Dynamics Client Area:


  • Click the 'Update' button underneath your current account information listed on the left-hand side
  • Alternatively, click on the profile name in the top-left and select 'Account Details' from the drop-down menu
2. Once on the Account Details page, make any required changes to the information and then click 'Save Changes' at the bottom of the page when you're done.

Updating the Owner Profile details

The details listed in the 'Your Profile' section are the details of the account owner.


Please note that these details are typically the same as those listed in the 'Account Details' section - but may be different depending on how you've set up your account.

To edit the Owner Profile details;

1. From the main dashboard in your Network Dynamics Client Area:

  • Click on the profile name in the top-left and select 'Your Profile' from the drop-down menu
2. Once on the Your Profile page, make any required changes to the information and then click 'Save Changes' at the bottom of the page when you're done.

Adding or updating additional contacts

Account Contacts are not able to log into the account and only receive support, service, invoice emails etc. Please see our Account 'users' and account 'contacts' guide for more information.
To add/edit Account Contacts;

1. From the main dashboard in your Network Dynamics Client Area:

  • Click on the profile name in the top-left and select 'Contacts' from the drop-down menu
2. If adding a new contact, select 'Add New Contact' from the 'Choose Contact' drop-down menu, or, to modify/delete a contact select the required contact from the drop-down list.
4. Enter or update the contact details into the provided fields as required.
5. Select the email preferences for the contact, and then click 'Save Changes'

Deleting additional account contacts

1. From the main dashboard in your Network Dynamics Client Area, click the 'Update' button underneath your current account information listed on the left-hand side.

2. Click 'Sub-Accounts' listed under the 'Account' subheading on the left.

3. Select the contact you wish to delete from the 'Choose Contact' drop-down menu.

4. Once selected, scroll to the bottom of the page, past the 'Email Preferences' and click 'Delete Contact'.

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