Account Details

Use the Account option on the Settings menu to update your information and settings, and view your account dashboard.

To edit your account details

  1. In the lower-left corner, tap the Settings icon at the bottom of the sidebar.

  2. In the menu, choose Account.

    Account

  3. On the Account page, choose the Billing details tab.

    • Update the Company details as needed.

    • Update the Billing address as needed.

    • To add a Billing contact, tap New billing contact. Then, enter the email address of the billing contact, and tap Save.

  4. When complete, tap Save.

Field Descriptions

Company Details

Company name Your company name.
Preferred contact number Your preferred business contact telephone number, including area code.
Purchase order number The purchase order assigned by your company for making payments for your Engagement Cloud account.
Tax status Options: I am a UK registered organisation, I am a EU registered organisation, I am an IE registered organisation, I am exempt from paying tax, I am an AUS registered organisation, I am an AUS registered organisation, exempt from paying tax

Billing Address

Email The email address that is associated with billing.
Country The country where your company is registered for business.
Building name/number The building name and number, if applicable.
Street The street address of your business.
City The city where your business is located.
State The state where your business is located.
Zip code The ZIP code where your business is located.
New billing contact Allows you to enter the email address of an additional billing contact.