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Updating a Customer Profile

Every user must have a customer profile with the billing or mailing address filled out. The billing or mailing address for a user can be updated from the Customer Profile navigation link at the top right corner of the Managed Services page.

To update a customer profile, perform the following steps:

  1. Click on your username at the top right corner of the Managed Services page. A drop-down navigation menu should appear.

  2. Click Customer Profile.

    View of General Information for a Customer

  3. Under General Information, update the required fields with any missing information.

  4. Once you've completed filling out the General Information, click Update.

  5. Under Address Information, update the required fields with any missing information.

    View of Address Information for a Customer

    Note:

    The asterisk next to each field indicates that it is a Managed Services requirement.

  6. Once you've filled out all of the Address Information, click Update.

Parent topic:Administration