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Coupa Success Portal

Manage Your Account

On the My Account Settings page, you can make changes to your personal information (name, department, role, and password), set or modify your notification preferences, or enable/disable two-factor authentication.

You can access and edit you company information on the Profile page.

To change your account settings, click on your name link and on the Account Settings link.

Personal information

On the appearing My Account Settings page, fill in the fields you want to change, and then click Save. The asterisk (*) indicates mandatory fields.

account_settings_page.png

Setting Description
User Details
*First name This is you personal first name.
*Last name This is your personal last name.
*Email This field cannot be changed. If you want to change it, you have to create a new CSP account and connect it to your company. For more information, see Manage Users.
Department The name of your department: Sales, Operations, Accounts Receivable, Treasury, or Other.
Role

Your role within the department:

  • Sales: Sales Manager, Sales Associate, Other
  • Operations: E-Commerce Manager, Order Fulfillment/Inventory Management, Other
  • Accounts Receivable: Accounting Manager, Accounts Receivable Associate, Other
  • Treasury: Treasury Manager, Other
  • Other: Enter free text.

If you select Other for Department and/or Role, the User Specified Department and/or User Specified Role fields are displayed for you to enter free text.

Change Password
*Current Password Your current password.
*Password Use this field to change your password. It must be at least 8 characters long and it must include a number and a letter.
*Password Confirmation This field needs to match the password that you typed in the Password field.

Click on the Notification Preferences link to set or modify your notification preferences. For more information, see View and Manage Notifications.

Click on the Security & Two-Factor Authentication link to enable/disable two-factor authentication. For more information, see Enable or Disable Two-Factor Authentication.