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Account Information

The Account Information section allows customers to view and manage the information associated with their account within the Portal.

From this view, customers can access their general information, primary address, tax information, and additional registered addresses.

Customer account information

Figure 1. Account Information

General

The General section displays the main information associated with the account.

Company Name or Personal Name

Displays the name or company name associated with the account.

Email

Displays the registered email address.

Mobile Phone

Displays the phone number associated with the account.

Website

Displays the registered website, when applicable.

Reference

Displays the reference associated with the account when available.

Avatar

Displays the profile image associated with the account when available.

Primary Address

The Primary Address section displays the information corresponding to the main address registered for the account.

Address 1

Displays the main address information.

Address 2

Displays additional address information when available.

City

Indicates the city corresponding to the address.

Postal Code

Indicates the registered postal code.

Country

Indicates the country corresponding to the address.

State / Province

Indicates the state or province associated with the address.

Tax Information

The Tax Information section allows customers to view the tax information associated with their account.

Tax Status

Indicates the tax status registered for the customer.

Document Type

Indicates the type of tax document associated with the account.

Tax ID

Displays the registered tax identification number.

Company Registration

Displays the company's registration information when available.

Addresses

The Addresses section allows customers to view and manage additional addresses associated with their account.

Each record displays the name assigned to the address and its corresponding location.

Available Actions

Edit

Allows you to modify the information associated with the account.

Add Address

Allows you to register a new address associated with the account.

Edit Address

Allows you to modify a registered address.

Delete Address

Allows you to delete an address associated with the account.