How Do I Use the Staff Portal's "My Account" Feature?

IN BRIEF
The Staff Portal’s “My Account” feature allows staff members to manage key profile details associated with their Staff account. From this area, staff can update their email address, phone number, password, and—if permissions allow—their Customer Portal Bio.

Overview

The “My Account” area in the Staff Portal is designed to give staff members control over their own account information without requiring administrator assistance. Updates made here apply only to the logged-in staff profile and help ensure contact details and login credentials remain accurate and secure.

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Accessing the "My Account" area

  1. Log in to the Staff Portal.
  2. In the upper-right corner, select the menu icon (three horizontal lines).
  3. Select “My Account.”

The “My Account” screen displays editable fields for email, password, phone number, and, if enabled, the Customer Portal Bio.

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Step-by-Step Instructions

Updating your email address

  1. Click the pencil/edit icon beside "Email."
  2. Enter the information you need to add/correct.
  3. Click SUBMIT to save your changes. (The SUBMIT button will not appear until you have entered the necessary information.)

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Updating your password

  1. Once you are logged in to the Staff Portal, click the icon in the upper right-hand corner that looks like three horizontal lines.
  2. Choose "My Account."
  3. Click the pencil/edit icon beside "Password."
  4. Enter the information you need to add/correct.
    • Note password requirements:
      • Minimum 6 characters
      • At least one number or symbol (!@#$%^*-_+=&~)
      • At least 1 capital letter
  5. Click SUBMIT to save your changes. (The SUBMIT button will not appear until you have entered the necessary information.)

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Updating your phone number

  1. Once you are logged in to the Staff Portal, click the icon in the upper right-hand corner that looks like three horizontal lines.
  2. Choose "My Account."
  3. Click the pencil/edit icon beside "Phone."
  4. Enter the information you need to add/correct.
  5. Click SUBMIT to save your changes. (The SUBMIT button will not appear until you have entered the necessary information.)

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Updating your Customer Portal Bio

If staff permissions allow it, you can edit your Customer Portal Bio.

  1. Once you are logged in to the Staff Portal, click the icon in the upper right-hand corner that looks like three horizontal lines.
  2. Choose "My Account."
  3. Click the pencil/edit icon beside "Customer Portal Bio."
  4. Enter the information you need to add/correct.
  5. Click SUBMIT to save your changes. (The SUBMIT button will not appear until you have entered the necessary information.)

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Troubleshooting & FAQs

  • Why does the SUBMIT button not appear when I try to make changes?
    • The SUBMIT button only appears after all required fields contain valid information. Review the field requirements and ensure all necessary details are entered correctly.
  • I do not see the option to edit my Customer Portal Bio. Why?
    • Editing the Customer Portal Bio depends on staff permissions. If the option is not available, an administrator may need to update your Staff permissions.
  • Do changes made in “My Account” affect other staff members?
    • No. Updates made in “My Account” apply only to the logged-in staff profile.
  • What should I do if I forget my password and cannot access “My Account”?
    • Use the Staff Portal password recovery options or contact an administrator for assistance.

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).