How do I change my name and/or number in the platform?

A step-by-step guide on how to change your details in the platform

 

👍 Alternatively, to edit a colleague's details, please follow this guide 

As a company admin, edit your details as follows: 

  • Once logged in, click on your name in the top right hand corner and choose Your settings from the drop down menu

  • Click Manage user and then Edit user

Edit the details as required and click Save

As a delegate or case owner, edit your details as follows: 

  • Once logged in, click on your name in the top right hand corner and choose Your settings from the drop down menu


  • Click on Edit contact details 

  • Once you have made the changes click Save 

 

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help 

🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page

☎️ Call us on 020 8152 2902

✉️ Email us on support@legal.exizent.com