How to Update Your Contact Information - Client Article

Keeping your contact information up to date ensures you receive important notifications and communications. Follow these simple steps to update your email address in your myCOI account:

Important Reminder:

• Only a customer user with the "manage users" permission can perform the actions outlined in this article.
• If a user needs to update their email but does not have this permission level, they must contact someone on their team who does in order to update the field.

Steps to Update Your Contact Information:

1. Open your web browser and navigate to the login page.
2. Enter your credentials and log into your account.
3. Click on your name in the top-right corner
4. Select “Account Settings.”
5. Navigate to the “Users” tab.
6. Find your name and click the yellow pencil icon on the far-right side.
7. Update your email address as needed, then click Save.

✅ That’s it! Your contact information is now updated. If you experience any issues, please reach out to our support team for assistance.