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How to update customer profile in portal

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Introduction

Updating your customer profile in the IP ServerOne portal ensures that your personal and business information is current, enhancing the support and services you receive. This guide provides a comprehensive walkthrough for updating your profile efficiently.

Prerequisites

  • Active IP ServerOne account

1. To initiate the process of updating your account profile on the IP ServerOne portal, kindly log in at https://portal.ipserverone.com/.

2. In the top right corner, click on your Username, then select My Account from the drop-down menu.

3. Once you are on the My Account page, click on the pencil icon to start editing your Personal Details, Contact Information, E-Invoice Information, and Business Details.

4. Click the checkmark icon to save your edits. Ensure that all information is filled out to prevent any errors during the purchase process.

5. Confirm and verify the edited information before closing off.

NOTE: Primary Email Address cannot be edited. To change your primary email for the account, please contact our Customer Support at IP ServerOne Solutions (cs@ipserverone.com).

Conclusion

Keeping your customer profile updated is crucial for receiving personalized support and services. Follow the steps outlined above to ensure your profile reflects your current information.

For additional assistance or if you encounter any issues, please contact our support team at support@ipserverone.com.

Last Update by Judy Lee on Oct 26, 2020