Account Details

Introduction

Account Details provides an ability to CMBHS users to update or add email address in the application.

Before you start

You must be assigned a CMBHS user role that allows you to utilize ‘Account Details’ in the CMBHS application.

How to access ‘Account Details’ screen in CMBHS

From Account Management

How to access the screen: Login to the CMBHS application < Select Account Management < My Account < Account Details

How to add or update ‘Email’ address on ‘Account Details’ page.

Notification to the user

If the user does not have an email address in the CMBHS application: CMBHS application would display a notification pop up on the landing page after successful login “Please add your business email address to proceed.

Clicking on OK will default the user on ‘Account Details’ page. On ‘Account Details’, add your Email address. Clicking on ‘Cancel’ will let the user to continue with CMBHS functions.

To add an Email address, you can use following domain email addresses.

Check the check box ‘I certify that given email address is accurate.’ To validate an accuracy for the entered email address.

Once the user adds an email to the user profile, system would stop generating this notification pop up ‘Please add your business email address to proceed.

If there is an email for the login user exist on Find/Add Staff page: CMBHS application would display a notification pop up on the landing page after successful login “Please ensure that your email address is current before proceeding.”

Clicking on ‘OK’ on Please ensure that your email address is current before proceeding.”  will default the user on ‘Account Details’ screen.

When the user is on ‘Account Details’ page, system would default an existing email address in the ‘Email’ data field and a check box to validate an accuracy of the entered email.

Once the user updates an email on the Account Details and save the changes on the form, then, system would stop generating these notification pop up on login.