⚠️Important: Should you require to have your Access Portal Account (The Access Group Account/Customer Success Portal Account) to be updated with a new surname, email address or contact number, please raise a case with us on the support portal, requesting which detail needs updating/amending, and our engineer will action your request.
How to change personal details on an Access Portal Account.
Click on the user's Access Portal Account (Via the name on the left-hand side of Case Contact details, on Salesforce).
Select the Edit tab on the top right.
Amend the customer's requested details.
Click Save.
Next, select the View Customer User tab, to the left-hand side of the Edit tab.
Amend the customer's requested detail.
Click Save.
Update the customer that the changes have been made to the case.