Managing your Account Profile

• Overview
• Switching Accounts
  • Accessing Switch Accounts
  • Managing Switch Accounts
  • Viewing Available Accounts
  • Searching for an Account
  • Switching to Your Account
• User Settings
  • Accessing User Settings
  • Managing User Settings Page

Overview

The Account Profile section provides quick access to various settings and actions related to your account. This section is located in the upper-right corner of the Deal Portal and is represented by your name or profile icon.

When you hover over your user account, the following options are displayed:

• Switch Accounts – Switch between buyer accounts you have access to.
  See Switching Accounts.

• Documentation – Access official documentation and the User Guide.

• User Settings – View and manage your account profile settings.
  See User Settings.

• Sign Out – Securely log out of the Deal Portal.

Switching Accounts

Accessing Switch Accounts

To access the Switch Accounts option:

1. After logging in, locate Switch Accounts in the top-left navigation menu.

2. Alternatively, click your profile icon in the top-right corner and select Switch Accounts.

Managing Switch Accounts

The Switch Accounts page allows you to view and manage multiple buyer accounts.

You can:

• View available buyer accounts
• Search for buyer accounts
• Switch to a selected account

Viewing Available Accounts

You can view all buyer accounts assigned to your user profile.

Searching for an Account

To find a buyer account:

1. Click the search bar and enter the buyer account name (full or partial).

2. The list updates automatically as you type.
   Clear the search bar to return to the full list.

Switching to Your Account

1. Select your desired buyer account.

2. Click Save to confirm.

3. You will be redirected to the Deal Portal Dashboard for the selected account.

User Settings

The User Settings section allows you to view and manage your personal information.

Accessing User Settings

1. Click your user profile in the top-right corner.
2. Select User Settings from the dropdown or left navigation panel.

Managing User Settings Page

View Existing Information

You can review your Name and Email at the top of the page.

Update Name

• Click Edit next to the Name field
• Update your first and/or last name
• Click Save or Cancel

Update Password

• Click Edit next to Password
• Enter your current password
• Enter and confirm your new password
• Click Save or Cancel