Account Settings & Management

As an end user of a CNXION based platform you may wish to update your personal account details, such as email address, password, payment methods (if applicable), etc.

Overview

At the highest level in a CNXION based site is the User account, under the User account you can manage basic details common accross all Profiles. Depending on the site you are using you may have one or more Profiles. The distinction between a User account and a Profile is that:

• A User account is shared across all Profiles, and contains common information like email address and password.
• A Profile is specific to the application, for example if the site was to connect Investors and Entrepreneurs, you might have an Investor Profile, or an Entrepreneur Profile, perhaps even both.

Any registered user of a CNXION based site will have access to basic Account Settings.

Topics

Topic	Description
Manage User Specific Account Settings	Customise the account settings options within your application for each user group (separate to user profiles).
Update Email Address	Update your email address within the application.
Reset Password	Reset your password within the application.
Deactivate Account	Deactivate your account and remove your profile from the application.
Manage Subscription	Select a subscription plan for your account (if required).
Manage Default Payment Method	Manage your default payment method.

Use cases

Common actions as an end user are the need to:

• Update your email address
• Reset your password
• Deactivate your account

Related documentation

Depending on what you are trying to do documentation for the feature is split into the following roles.

• As a developer (restricted)
• As a superuser (restricted)
• As a site administrator
• As an end user (this page)

Requirements

In order to access the Account Settings for your user, you need to have created a user account. Typically this can be done by registering from the homepage.

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Manage User Specific Account Settings

Customise the account settings options within your application for each user group (separate to user profiles).

1. Select your Username menu item from the top left logged in navbar.
2. Select Account Settings from the dropdown menu.
3. You are now on your Account Settings dashboard.

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Update Email Address

Update your email address within the application.

1. Click the Change Email button from the Account Details section of your Account Setttings Dashboard.
2. Enter a new email address.
3. Click submit.

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Reset Password

Reset your password within the application.

1. If you are logged in to your account log out and click the Login or Get Started button in the top right of the navigation bar. Then click the Forgot Password link at the bottom right of the login modal form.
2. Enter the email address for your account.
3. Click Send.
4. Check your email for a link to reset your password.

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Deactivate Account

Deactivate your account and remove your profile from the application.

1. Click the Deactivate My Account button from the Account Details section of your Account Setttings Dashboard.
2. Confirm deactivating your account by clicking the Yes, Deactivate button on the modal that is displayed.

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Manage Subscription

Select a subscription plan for your account (if required)

1. Click the Subscriptions & Billing tab in the left hand sidebar menu on your Account Setttings Dashboard.
2. CLick the Subscription Plan tab from the expandable dropdown menu.
3. Select the subscription plan you wish to select by clicing the Select link at the bottom of the plan.
4. Click Save.

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Manage Default Payment Method

1. Click the Subscriptions & Billing tab in the left hand sidebar menu on your Account Setttings Dashboard.
2. Click the Billing Account tab from the expandable dropdown menu.
3. Click the Add Credit Card button if you wish to add a new credit card.
4. Fill out your credit card details.
5. Click submit.
6. Remove any credit cards you no longer require.

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