How Do My Clients Change Account Settings

This article shows your clients how to customise account settings. The Account settings page lets clients:

• edit profile information
• create notes and secrets
• change the account password
• add two-factor authentification
• view email history
• Affiliate program (if enabled Upmind Affiliate)

Opening the Account settings page

1. Log in to the store account.
2. Click the profile icon.
3. Select My account.

• The Profile page displays.

Editing profile information

Clients can add an email account, edit their address, add a company or phone number.

1. Scroll through the page and change information as required.
2. Click Update.

Managing account security

To change a password:

1. Click Security on the left menu.

2. Fill the fields.
3. Click Change password.

Enabling two-factor authentication

📘

To enable and disable two-factor authentication, your clients need two apps on their mobile device: a QR code scanner and an authenticator (e.g. Google Authenticator).

1. Scroll down the page and click Enable.

2. Scan the QR code with a mobile device app.
3. Copy the code.
4. Enter the code in the field (no spaces).
5. Click Enable.

Disabling two-factor authentication

1. Go to the Security page and click Disable.

2. Open an authentication app.
3. Locate the security code.
4. Go to the Security page and enter the security code in the field.
5. Click Disable on the pop-up window.

Viewing email history

Clients can view a log of their emails and read each message.

1. Click email history on the left menu. A list of email message displays.
2. Click the gear icon to read a message.

Viewing Affiliate Program

Clients can view the affiliate overview, commissions, and payouts by going to My Account and selecting Affiliate Program on the left side.

1. Click on Affiliate Program in the left menu. It will show the Affiliate Overview.
2. Clients can create an affiliate program link and track referrals from the affiliate overview.
3. Clients can also manage payout destinations, view payout history, and see commission details.