Account Profile

Account Profile contains the personal, company, and contact information associated with your ioLoop account. This information is used for account records, billing, and account-related communications.

Your address information also helps ioLoop determine applicable sales taxes and other location-based taxes, where required by local, state, provincial, or other tax authorities.

Only the primary account holder can view and update the Account Profile.

Profile Information

The Account Profile contains the following information:

Personal and Account Details

• First name.
• Last name.
• Email address.
• Phone number.
• Account type.
• Company.

Address Information

• Address.
• City.
• State or province.
• Postal code.
• Country.

The email address associated with your account is displayed but cannot be changed from the Account Profile.

Editing the Profile

The Account Profile opens in read-only mode.

To update your information:

1. Select Edit to enable editing.
2. Update the applicable profile and address fields.
3. Select Save to save your changes, or Cancel to discard them.

Required fields must be completed before changes can be saved. If information is missing or invalid, the dashboard displays a message indicating what needs to be corrected.

Changes to your profile information are reflected in your account records.

Country and State Information

The country you select determines how certain address fields behave.

• United States: Select the applicable state from the available U.S. state list.
• Other Countries: Enter the appropriate state, province, region, or equivalent geographic designation.

Ensure your address information is accurate and up to date, as it may affect billing records and applicable tax calculations.

Permissions

Only the primary account holder can access and modify Account Profile information.

Other Creators, including those with account-wide Publisher privileges, cannot access or modify this information.

If you do not have the required permissions, the dashboard may display an access restriction message instead of the profile.

If account information needs to be changed, contact the primary account holder.