Updating your Personal details

Just like taking control and knowing your numbers, take control of your details too

Have you met our Numbers Ninja Chatbot yet? Our AI Chatbot has been taught with the same information as our Help Guides, which means you don't need to leave Insightful Sums to get all the answers you need!

Included in these plans:  Solo-Staff Plan   Multi-Staff Plan 

WHAT IS THE MY ACCOUNT PAGE

The MY ACCOUNT page is where you can control all aspects of your Insightful Sums subscription. From updating your Email Address through to checking your log in times and dates.  

MY ACCOUNT

To get to your MY ACCOUNT page, click on the Person Contact Card > My Account

This will take you through to your MY ACCOUNT page. 

UPDATING EMAIL ADDRESS

To update your email address:

1. Enter your new Email Address in the corresponding field
2. Pop in your Current Password
3. Click Update Email Address

If this is successful, you will see the EMAIL ADDRESS field, change to the new email address.

UPDATING PASSWORD

To change your current sign in password:

1. Enter your existing password into the CURRENT PASSWORD field
2. Enter your NEW password into the NEW PASSWORD field
3. Reconfirm your new password by entering your new password into the CONFIRM PASSWORD field

Once this is done correctly, you will get a pop-up confirmation that this has been completed successfully.

UPDATING YOUR DETAILS

Your Details are the details that we use for the account owner. These are your First and Last Name, and your personal Contact Number. These are some of the details that we will use to verify your information, when you reach out for support.

To update your details:

1. Enter your First Name
   
2. Enter your Last Name
3. Add your personal contact Number
4. Click Update Details

That's it!

Your personal details are not used for any other purpose, other than to make contact with you and/or to verify your details through our Support Software