Your profile in the Colonelserver Client Area allows you to manage personal details, security settings, notifications, and account access. Keeping this information up to date helps ensure smooth service management and secure communication.
This guide explains how to update your profile information and configure account related settings.
Managing Personal Information
You can edit your personal and contact details directly from your profile.
To update your information:
- Log in to the Client Area.
- Click your profile icon in the top right corner and select Profile.
- In the Personal section, you can manage the following items:
- Name and preferred language
- Email addresses
- Phone numbers
- Personal addresses
- Business and company details
Adding a phone number and address is required before company information can be saved. Business profiles can also include VAT and registration numbers when applicable.
Managing Account Notes
Account notes help you keep track of internal reminders or important information related to your account.
To manage notes:
- Open your profile in the Client Area.
- Select Notes from the left sidebar.
- Add, view, or update notes as needed.
Notes are visible only within your account and are useful for internal reference.
Managing Account Security
Security settings allow you to protect your account from unauthorized access.
From the Security section of your profile, you can:
- Change your login username
- Update your account password
- Enable two factor authentication
When two factor authentication is enabled, an authenticator app generates a time based verification code that is required in addition to your password.
You can also view and manage account secrets, which are used for integrations or authentication purposes.
Support PIN
A support PIN is available in your profile and may be requested by the support team to verify your identity. You can generate a new support PIN at any time if needed.
Managing Notifications
Notification preferences allow you to control how you receive updates related to your account.
You can configure notifications for:
- Billing and invoices
- Marketing announcements
- Support updates
- Service related notices
System notifications cannot be disabled, as they are required for account security and operational updates.
Viewing Email History
The Email History section provides a log of messages sent to your account email address.
From this section, you can:
- View message details
- Filter messages by category or date
- Sort messages for easier review
This feature helps track important communications related to billing, services, and account activity.
Managing Delegates
Delegates allow other users to manage specific products or services on your behalf.
To manage delegates:
- Open your profile and select Delegates.
- View existing delegates and their access levels.
- Invite a new delegate by entering their email address and selecting the appropriate permissions.
Delegates must already have an active Client Area account to accept an invitation. Access can be limited to specific services or granted broadly depending on your needs.
Delegates can also be invited directly from a product or service settings page for faster setup.
Need Help?
If you have questions about profile management or encounter issues updating your account, assistance is always available through the Support Ticket System.
Keeping your profile information accurate ensures secure access, reliable communication, and efficient service management across all Colonelserver products.