How to Manage Client Settings

Edit client contact and security information on the Profile settings page. You can:

• Resend an email verification request
• Add or update contact information
• Enable or disable account login
• Ask the client to reset their password

​

Opening a client dashboard

1. Log in to Upmind.
2. Click Clients on the left menu.
3. Click the Clients list menu tab.
4. Scroll through the list and click a client name. The Client overview page displays.
5. Scroll down to the Overview menu.
6. Click the Settings subheading.

​

Reviewing profile settings

The Profile settings page displays client contact information (e.g. name, language, address, email address) which admins can change or update.

​

Verify email

If the client has not yet verified their email address, click the resend verification link.

​

Changing security settings

Click the Security tab to change login settings.

1. To disable client login, click the toggle switch to the OFF position.
2. Click the link to ask the client to reset their store account password. (optional)

The security page also shows the two-factor authentication status set by the client.

​

General client settings

The general client settings can be accessed from Settings > Client Settings under Branding and Customisation. These settings control how clients can manage their account details.

• Sequential Client Numbers — When enabled, each registered client is automatically assigned a number in sequential order.
• Allow Company Update — When disabled, clients cannot update their company details or change their default company.
• Allow Email Update — When disabled, clients cannot update their email address or change their default email.
• Allow Phone Update — When disabled, clients cannot update their phone number or change their default phone.
• Can Update Address Country — When disabled, clients cannot change the country on their address.