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How do I update my account information?

Simple steps to update your account information.

Introduction

In this article, you will learn how to update the data of your Coletum account, including updating the name, company logo and phone number. Keeping your information up to date is essential to ensure the accuracy and personalization of your provided data.

Step by Step

Updating Name, Logo, and Phone Number

  • Log in to your administrator Coletum account

  • Find the account name in the upper left corner of the screen

  • Click on Manage accounts

  • The Accounts section shows your Coletum accounts and provides the options menu for:

  1. Access the account

  2. Edit

  3. Delete

  1. Access the account: if you have more than one account, you can use this option to switch from one account to another.

  2. Edit: use this option to change your account details: name, logo, and phone number.

  3. Delete: to permanently delete your Coletum account. When selecting this option, the following window is displayed:

If you choose to delete your account, we suggest exporting your already collected data first to ensure you have a backup of your information before the permanent deletion. To learn more about this action, check the article How to Export My Data?

Also consider that, if you need to resume your activities on Coletum at another time, with the deletion you will have to start from scratch with a new account.

If that is the case, you can simply cancel your subscription and keep the account active. The Coletum account is only deleted due to inactivity if it is not accessed for 1 year. If you log in to the account before this time, it is maintained, and your data remains safe and saved.

  • After making the necessary changes, click on Save to confirm.

Important Tips

  • Note: Make sure to review all the information before saving.

  • Suggestion: Whenever necessary, check your information to ensure it is up to date.

Conclusion

Now you know how to update the main data of your account on Coletum in a single screen. For more information about customization and advanced settings, check out our other articles in the Help Center.


Do you have any other questions?

We are here to help you make the most of Coletum!

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