Search Our Database
How to update customer profile in the Customer Portal
Introduction
Updating your customer profile for Customer Portal is essential to ensure accurate personal details, seamless transactions, and enhanced security. It helps you receive important notifications, prevents billing or service issues, and enables a more personalized experience. Keeping your information up to date also supports identity verification and compliance with company policies, ensuring smooth and efficient interactions with the business. This guide will walk you through the process to update the customer profile through Customer Portal.
Prerequisite
- Have login access to the Customer Portal.
- You may check with our customer support team at cs@ipserverone.com if you are unsure of your customer portal login.
If you’ve forgotten your password, you can reset it by following our step-by-step guide: How to reset or update your IP ServerOne Customer Portal password.
Steps to update customer profile:
1. Log in to the IP Server One Customer Portal.
2. Navigate to the top-right corner, click on your Username, then select My Account from the drop-down menu.
3. On the My Account page, click on the Pencil icon to start updating your information.
4. You can expand each dropdown under Personal Details, E-Invoice Information, Business Details, and Contact Information to update the required information.
Note: All information can be updated through Customer Portal except for primary email under Contact Information. Primary email is registered as unique login ID for the Customer Portal. If the primary email address is no longer valid, kindly send an email to cs@ipserverone.com and our Customer Support team will assist accordingly.
5. Once you have updated the information, click Save Changes, and it will be applied immediately. Please review the details to ensure everything is updated accurately to avoid any errors during the purchase or renewal process.
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.
Feel free to contact our customer support at cs@ipserverone.com if you encounter any issues while updating the customer profile.
Last Update by Annie on Oct 3, 2024