Profile
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The Profile section lets you control which customer profile details are shown in the Customer Portal and which details customers are allowed to update themselves.
These settings help you decide how much account management access customers should have after logging in.
From the Customer Portal Builder, select Profile from the left-side menu.
The Profile screen includes settings for:
Billing address
Shipping address
Credit card information
Password changes
Turn on Display Billing Address to show the customer’s billing address in the portal.
When enabled, customers can view the billing address associated with their profile or order.
When disabled, the billing address section is hidden from the customer.
Turn on Allow Billing Address Edit to let customers update their billing address from the portal.
This setting should usually be enabled only when Display Billing Address is also enabled.
Enabled
Customers can edit their billing address.
Disabled
Customers can view the billing address, but cannot change it.
Turn on Display Shipping Address to show the customer’s shipping address in the portal.
When enabled, customers can view the shipping address associated with their profile, orders, or subscriptions.
When disabled, the shipping address section is hidden from the customer.
Turn on Allow Shipping Address Edit to let customers update their shipping address from the portal.
Enabled
Customers can edit their shipping address.
Disabled
Customers can view the shipping address, but cannot change it.
This is useful when customers need to update where future orders or subscription shipments are delivered.
Turn on Display Credit Card to show the customer’s saved payment information in the portal.
For security reasons, customers will only see limited card details, such as the card type and last four digits.
When disabled, the credit card section is hidden from the customer.
Turn on Allow Credit Card Update to let customers update their saved payment method from the portal.
Enabled
Customers can update their credit card information.
Disabled
Customers can view the saved card information, but cannot update it.
This is helpful for customers with subscriptions, failed payments, or expiring cards.
Turn on Enable Change Password to let customers change their portal password.
Enabled
Customers can update their password from the Profile page.
Disabled
The change password option is hidden.
Use this setting when you want customers to manage their own login credentials.
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