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Updating Account Information

Last updated October 21, 2024

Updating Account Information on Exactly.ai

Keeping your account information up-to-date is crucial for maintaining your privacy, security, and ensuring a seamless experience when using Exactly.ai. Whether you need to update your email address, password, or billing details, our platform makes it easy to manage your account settings.

Why Update Your Account Information?

There are various reasons you may need to update your account information, including but not limited to:

  • Changing your email address for better access or enhanced security.
  • Updating your password to keep your account secure.
  • Modifying billing and payment information to prevent interruptions in service.

How to Update Your Account Information

Updating your account information on Exactly.ai is a straightforward process. Simply follow these steps:

  • Log in to your Exactly.ai account.
  • Navigate to the 'Account Settings' section. You can find this option in the drop-down menu located in the upper right corner of the dashboard.
  • In the 'Account Settings' section, you will see different categories:
  • To update your email address, select 'Profile Information.' Enter your new email and confirm it by clicking on the verification link sent to your new email.
  • For changing your password, click on 'Security Settings.' Enter your current password, followed by your new password, and confirm it.
  • To modify your billing information, select 'Billing Information.' Here you can update your credit card details or change your payment method.
  • Once you have made the necessary changes, ensure you click 'Save Changes' at the bottom of the page.
  • Finally, log out and then log back in to confirm that all your updates have been successfully saved.

    • Tips for a Smooth Account Update Process

    To make your account update process even smoother, consider the following tips:

    • Ensure that you have access to your email account to confirm any changes.
    • Use a strong password that includes a mix of letters, numbers, and special characters.
    • Keep your billing information up-to-date to avoid service interruptions.

    By following these steps and tips, you can easily keep your account information accurate and secure. If you encounter any issues during the update process, feel free to reach out to our support team for assistance!

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