Editing your Pike13 Client Profile

Managing your profile is a quick and easy way to keep your  and your family's information such as address or credit card up-to-date and accurate. 

In this article

• Who can use this feature? 
• Editing Your Profile
• Adding a Dependent
• Removing a Dependent

Who can use this feature?

• Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
• User Roles: ❌Primary Owner, ❌Owner, ❌Manager, ❌Staff, ❌Limited Staff, ✅Client

Editing Your Profile

1. Log in to your Pike13 account.
2. In the dashboard menu on the right-hand side of the screen, select the Edit Profile button.
   
   
   
3. Update all your profile information as needed.
4. Click Save.

Adding a Dependent

1. Log in and go to your Client Profile in Pike13.

2. On the right hand side bar scroll down to Account Relationships.

3. To link an existing user: Select Manage Current Client and search for their profile.

4. To create a new user: Select Sign up New Client to Manage to create a new profile for your dependent.
   
   

Removing a Dependent

1. Go to your Client Profile in Pike13.

2. Select Edit Profile from the right hand menu. 
   

3. Scroll down to Manage Current Client and click on the x next to person you wish to remove.
   
4. Select Save.