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Client portal

Update your name and contact number

Edit your display name and contact number in Account settings and save the change in a couple of clicks.

What you can change here

Your Clients list shows each client's name and contact number.

Your name and phone number are your personal contact details. You can update them yourself at any time. This does not touch your company's details, which your firm looks after separately.

Update your name and phone

  1. Log in to your portal.
  2. In the left menu, under Manage your account, click Settings. You can also open it by clicking your name at the bottom of the menu. The page is titled Account settings.
  3. At the top, find the Profile card.
  4. In Full name, type the name you want your firm to see.
  5. In Phone, type your contact number. This one is optional, so you can leave it blank.
  6. Click Save changes.

When it saves you will see a green "Saved." line under the form.

Note

Your name cannot be left empty. If you clear it and try to save, you will see "Your name can't be empty." Type a name and save again.

What this does and does not change

A client's name and phone also appear on the company Contacts tab, where your firm can update them too.

Your name is what your firm sees on your messages and requests, and it appears on the replies you send inside a ticket. Updating your phone number simply gives your firm a current number to reach you on.

This screen does not change the email you sign in with. That has its own steps and a confirmation link. See Change your sign-in email address.

It also does not change your company name, TRN, or address. Those are read-only here, and only your firm can update them. See Why your company details can't be edited.

See also
Change your sign-in email address →Why your company name, TRN, and address can't be edited →
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