Account & security
Profile details, password, two-factor and notification preferences — managed by the customer.
What is it?
The customer’s own account screen: contact details, password change, two-factor enrolment, notification preferences and their organisation link.
Why does it exist?
Contact details go stale, and every "please update my email" ticket is a ticket that should not exist.
How does it work?
1
The customer updates their own name, phone and address.
2
They change their password or enrol in two-factor authentication.
3
They choose which notifications they want to receive.
WHO USES IT
Customers
WHAT MANAGEMENT ACHIEVES
Accurate contact data maintained by the people who actually know it.
In practice
A customer changes company email address themselves; every future ticket threads correctly with no staff involvement.
See this screen in the real software:
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