Kaseya Store account settings

NAVIGATION  Kaseya Store > My Account > Settings

PERMISSIONS  Master or Billing role

If you have not added a payment method to your account, then complete the following steps to add a credit card to your account:

1. Navigate to My Account > Settings > Payment Methods in Kaseya Store.

2. On the Add a New Credit Card page that opens, enter the following information: Credit Card Number, Name on Card, Expiration Month, and Expiration Year.

   

3. (Optional) Select the Make this my default credit card check box. By default, at least one card must have this option selected.

4. Click Add Card.

You can add more that one credit card as follows:

1. Navigate to My Account > Settings > Payment Methods in Kaseya Store.

   

2. On the Payment Methods page that opens, click Add Card and enter the following information: Credit Card Number, Name on Card, Expiration Month, and Expiration Year.

3. (Optional) Select the Make this my default credit card check box. By default, at least one card must have this option selected.

4. Click Add Card.

   The newly added credit card will appear in a new tile on the Payment Methods page.

1. Navigate to My Account > Settings > Profile Information in Kaseya Store.

2. On the Profile Information page that opens, change the Company Name and Phone Number as required.

   

3. (Optional) To change your email address, refer to Change your email address.

4. Click Update.

1. Navigate to My Account > Settings > Profile Information in Kaseya Store.

2. On the Profile Information page that opens, click Change Address.

3. On the Change Email dialog that opens, do the following:

   • New Email. Type in your new email address in this field.

   • Confirm New Email. Confirm your new email address in this field.

   • Password. Type in the password.

   • Click Send Verification Email.

     Until you new email address is verified, you will still be able to log in with your current email address and password.

     

4. Click Update.

1. Navigate to My Account > Settings > Address Book in Kaseya Store.

2. Click Add Address and on the Add New Address dialog that opens, enter the following information: Full Name, Company (optional), Phone number, and so on.

   

3. (Optional) Select one or more of the following check boxes:

   • This is a Residential Address: Select this option to indicate that this new address is a residential address.

   • Drop Shipping Address: Select this option to instruct Kaseya to disregard any existing shipping address.

4. Click Save Address.

   The new address appears in a new tile on the Address Book page.

1. Navigate to My Account > Settings > ACH/ECP in Kaseya Store.

2. On the ACH Information page that opens, enter the following information:

   • Account Type: Select one of the following options: Consumer/Corporate checking, Consumer/Corporate savings.

   • First Name and Last Name

   • Account Number Routing

   • Routing Number

3. Click Submit.

   Repeat this task as required.

1. Navigate to My Account > Settings > Update Your Password in Kaseya Store.

2. On the Update Your Password page that opens, do the following:

   • Current Password. Type in your current password.

   • New Password. Type in the new password.

   • Confirm Password. Type in the new password.

3. Click Update.