Document Actions
Update a User ID (logon)
Once you have a User ID you need to update details whenever they change.
Learn how to:
Update your details
Users can change their own password, telephone or fax number. Administrators can update these details, and more, for any User.
Change the SPG ID assigned to your User ID
Your User ID recalls the last Secured Party Group ID it used. It uses this information to enter that Secured Party Group’s details on a new Financing Statement and to enable you to maintain financing statements for that secured party group.
Administrators: update your users
Administrators can create and amend Users; lock or restrict a User ID (Logon).
Update customer account details
Administrators have access to update customer account details, view, email or print copies of invoices and change the bank account that the direct debit is paid from.
Update branch details
Administrators have access to create or update a branch and set up a branch to receive invoices by email. They can also change the bank account that the direct debit is paid from.
