Payments

Dashboard

Account Settings

Account Details

Account Details

Steps to update account details on the Curlec Dashboard. You can update display name, profile name, email and phone number.

You can update account details such as display name, profile name, email and phone number on the Dashboard.

Update Display Name

You can update the business display name on the Dashboard. The new display name will reflect immediately on your Dashboard after you update it. It will be visible to you and your team on the Dashboard.

To update the display name:

  1. Log in to the Dashboard.
  2. Click Account & Settings and navigate to Account details under Business Settings.
  3. Click the edit icon next to Display Name.
  4. Enter the new display name and click Update.

Update Profile Name

You can update the profile name on the Dashboard. The new profile name will reflect immediately on your Dashboard after you update it. It will be visible to you in your profile section

To update the profile name:

  1. Log in to the Dashboard.
  2. Click Account & Settings and navigate to Account details under Business Settings.
  3. Click the edit icon next to Name.
  4. Enter the new profile name and click Update.

Update Phone Number

You can update the phone number on the Dashboard. The new phone number will reflect on your Dashboard only after OTP-verification.

To update the phone number:

  1. Log in to the Dashboard.
  2. Click Account & Settings and navigate to Account details under Business Settings.
  3. Click the edit icon next to Phone Number.
  4. Enter the OTP sent to the currently registered phone number and click Confirm.
  5. Enter the new phone number and click Continue.

Proceed with the phone number confirmation process to complete the update.

Update Login Email

You can update the login email from the Dashboard. You can:

Handy Tips

If you add a non- user's email id, they will have to sign up for an account.

Update Your Email

As an account owner, you can update your login email from the Dashboard.

Example

You can replace your current email id with another email. For example, if you earlier had signed up with the email id info@acmecorp.in, you can now update it as nuraisyah@acmecorp.my.

To update the login email:

  1. Log in to the Dashboard.
  2. Click Account & Settings and navigate to Account details under Business Settings.
  3. Click the edit icon next to Email.
  4. Complete the 2-factor authentication process.
  5. On the pop-up page, enter the new email id. Re-enter the email id. Select the check box if you want Razorpay to send all communication details to this email id.
  6. A verification email is sent to your new email id. Open the email and complete the verification process.

The email id has been updated.

Add a Team Member's Email

You can make another member from your team the account owner and add their email address as the login email id.

To add a team member's email:

  1. Log in to the Dashboard.
  2. Navigate to Account & Settings and click Manage Team.
  3. On the Manage Team page, click Change next to the Owner.
  4. Select the team member whose role is to be upgraded and click Change Owner.

The email id has been updated.

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