The Preferences page is where you look after your own account: your name, your email address, the settings that apply to you, and your password.
Open Preferences
- Select your name at the top right and choose Preferences, or
- select Preferences in the navigation on the left (above Support).
Your profile
- Change your First name or Last name and select Save name. The name appears in messages we send you and when you contact support.
- Your Email address is shown but cannot be typed over. To change it, select Change email. See Management Toolbox: Change Your Email Address.
Your settings
These are saved as soon as you change them. You only see the settings that apply to you, so this box may be short or empty.
- Dashboard refresh - how often the Operations Overview dashboard on the home page checks for new data. Automatic refreshes only when something has changed. Shown to franchisees and managers. See Operations Overview: Your Home Dashboard.
- Always use my saved payment method - for Clear Billing Solutions fleet managers who have a saved payment method. When it is on, Pay on the CBS Invoices page pays with the saved method straight away; when it is off, the Review & pay window opens first. Replacing the saved method turns it off.
Sign-in and security
Select Change password or Change security question to open those pages. The security question is what we ask if you forget your password (see Management Toolbox: Reset Your Password).
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