Portal profile, ownership, and account details

Your customer account is the main record for your services and billing. It connects profile details, billing identity, service visibility, wallet balance, invoices, and support history.

Before you start

• the customer account is used for invoices, ownership checks, and service visibility
• one business, brand, or team should have a clear account owner
• your team should know who approves billing, recovery, and day-to-day service changes

Recommended review order

1. confirm the primary email address and owner contact
2. confirm the company or legal name that should appear on invoices
3. confirm the billing country, address, and other identity details used for invoicing
4. confirm which people inside the team own billing, recovery, and service decisions

What you manage here

• contact and owner details
• company or business identity details when the account is used for a business
• billing-related identity data used for invoices
• account-level visibility into services, invoices, and wallet state
• customer profile and language settings

Why this matters

If account ownership, billing ownership, and service ownership become unclear, even simple requests can take longer. Support may need to ask more questions, invoices may use the wrong details, and your team may lose time during renewals or recovery.

Keeping profile data current helps with:

• cleaner invoice issuance
• faster ownership checks
• clearer service history
• less confusion during renewals, disputes, or recovery cases

A sensible operating model

For most teams, the best setup is one clearly owned customer account per company, brand, or internal tenant. Use that account as the source of truth for the services and invoices that belong together.

If several people work inside the same environment, document internally who is responsible for:

• billing approvals
• day-to-day service operations
• API automation
• account recovery decisions