---
title: "Account Administration - Changing Account Details"
canonical: "https://kb.myframeworks.com.au/space/TPUG/28803104/Account%20Administration%20-%20Changing%20Account%20Details"
format: markdown
---
# Overview

An option is available for customers to update their contact details from within the Trade Portal. This can either be done automatically (ie a user makes the changes and submits them which automatically updates ProStix), alternatively they can email the changes to a nominated accounts contact who will review the requested changed and manually update ProStix accordingly. The following explains how to set the system to use both functions.

# > Macro (anchor)

Automatic update of Customer Account Details

To allow customers to automatically update their contact details from the Trade Portal, perform the following:

1. Select **My Account** from the Header.
2. From the drop-down menu select **Account Admin. **This will bring up the user's current contact details:
3. Click the **Change Details** button.
4. Update Details as required. Press **Save**.

> ⚠️ The only field that cannot be modified is the customer’s name, all other fields are editable.

![image-20250213-063325.png](media://ed959f17-dafb-4d7b-bc84-91dc5750124e)

5. ProStix will automatically update the changed fields upon save.

# Manual Update of Customer Account Details

If you wish to review the requested changes prior to updating ProStix, perform the following setup:

1. From the ProStix menu go to **System Adminiistration** > **Configuration** > **Tailoring Options**
2. Select Option** Flags (Yes/No).**
3. Locate system flag** TPAccCEml** and set value to** Yes.**  
> Macro (inline-media-image)
4. **Press F1 to save changes. **Proceed as per [Automatic Update of Customer Account Details](https://sterkb.atlassian.net/wiki/pages/resumedraft.action?draftId=719912972#AccountAdministration-ChangingAccountDetails-autoupdate) process above

When you press save to the changes the Trade Portal will display o pop up message notifying the user that the requested changes have been emailed to a nominated email for review and updating.

> ⚠️ The default email address the notification of changes goes to is as per the support email address configured in ProStix A-A-9-Q Screen Definitions:
> ⚠️ 
> ⚠️ ![image](media://b052be6c-abb3-4c61-b54d-817e5fd9a82a)

5. Nominated email will receive a notification of changes made, so accounts can review and update accordingly. Example:

![image](media://e4234242-8c4f-4e19-9f6d-4641252f0b87)

# > Macro (anchor)

Add new Customer logins on the Trade Portal

User Login details can also be added via the Trade Portal Account Admin screen.

1. Select **My Account** from the Header.
2. From the drop-down menu select **Account Admin. **This will bring up the user's current contact details:
3. Click **Add New**. The **Mobile User **popup screen is displayed.
4. Enter the required data, required parameters are:

![image](media://0e80cc3e-c4f1-418e-a99d-966b95fc2518)

<details>
<summary>For more information about the Mobile User screen fields, click here.</summary>

| **Field** | **Description** |
| --- | --- |
| UserID | Enter Customers' desired login username |
| User Password | Enter password to be used when logging on to the Trade Portal |
| Role | <span style="color: #212e4f">When creating or editing a user account you can assign a security role of </span>**Admin **<span style="color: #212e4f">or </span>**Sales **<span style="color: #212e4f">to the user. </span><br>The **Sales** account is restricted to the functions of creating and managing sales quotes and order, as well as viewing product information. NO account balance will be visible. Sales users have access to the following options, if enabled in your system:<br>- Product listings
- Orders
- Custom Lists
- Any available downloads<br>**Admin **users, as you would expect, have access to all the **Sales** functions and account related functions, including Invoices, Statements and account payments. |
| Web | Tick to |
| Mobile | Tick to |
| First Name | Customer First Name |
| Surname | Customer Last Name |
| Email | Customers email address |
| Mobile No. | Customers mobile number |
</details>

5. Press the **Create** button to add the new login.

# Edit or Delete an existing customer login record

To edit or delete a customer login record via Account Admin. perform the following:

1. Select **My Account** from the Header.
2. From the drop-down menu select **Account Admin. **This will bring up the user's current contact details.
3. Click on the hyperlink.

4. From within the **Mobile User **popup screen, you can either edit the customer details, then select the "Update" button, or simply press the "delete" button to remove the customer login credentials from the Trade Portal.

# Additional Information

> ✅ - Refer to the [Trade Portal FAQs](https://kb.myframeworks.com.au/space/TPF/720044037) to browse or search for a solution.
> ✅ - If you are still unable to find a solution, contact [Support](https://kb.myframeworks.com.au/page/support).