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Account Management on DigiTax Dashboard
Account Management on DigiTax Dashboard

Managing your Account, Signing out, and Security settings

Updated over a year ago

Introduction

Under Account Management, you can:

  • Update your account profile

  • Add/ Remove/ Manage email addresses

  • Add/ Remove social account (Google or Microsoft)

  • Change password

  • View and/or Sign out active devices that your account is logged into

Access Account Management

Once logged in, a round account avatar is visible at the top right of the page.

Account Avatar

The account avatar is either:

  • two letters against a coloured backdrop, OR

  • an image (got from your Social Auth account or uploaded manually)

When you click on the avatar (top-right), you see two options:

  • Manage Account

  • Sign out

There are also links to our Terms and Conditions and our Privacy Policy.

Account Management Options

By clicking on Manage Account, you are presented with the modal captured below. Here you can:

  • Manage your profile

  • Add an email address

  • Connect Social Auth

AND

  • Change password

  • View Active devices

Manage your Profile

Available options:

  • Upload/ Remove profile image

  • Update name

When uploading an image, the file should be 10MB and lower in size.

Email addresses

Available options:

  • Remove email address (only valid if you have more than one email address)

  • Add an email address

Add an email address

To add an email address, click on + Add an email address and enter the email of your choice.

A six-digit verification code is sent to your email. Successful verification will add that email to your account.

Remove/ Manage email addresses

Click the drop-down button (to the extreme right) of an email address to reveal options of setting an email address as primary or removing an email address.

Connect Social Auth

You get to the screen below by clicking + Connect account (in the account's management modal)

If you click Continue with Google you'll be redirected to a Google Account log-in screen. Refer to Social Auth: Google in Authentication on DigiTax Dashboard.

If you click Continue with Microsoft you'll be redirected to a Microsoft Account log-in screen. Refer to Social Auth: Microsoft in Authentication on DigiTax Dashboard.

Change password

Click on Change password to proceed with creating a new password.

Active devices

If you are logged in on more than one device, you get to view a list of active devices.

Click the drop-down button (to the extreme right) of a device to reveal options of signing out of a device - Sign out of device

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