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A guide to managing profile information and account details within the Venator Client Portal. The Settings section enables clients to update their personal and company information, manage contact details, and review account-specific data. It provides a centralized space to maintain accurate records and ensure account information remains up to date. The Settings module can be accessed from the Client Portal sidebar under Settings.

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1. Settings Interface

The Settings interface presents profile and account information in structured sections with clear input fields and action controls. Settings The layout includes:
  • Profile Information section
  • Input fields (Full Name, Company Name, Phone Number)
  • Save Changes button
  • Account Details section
  • Email change option
This structure allows clients to easily update and review their account information.

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2. Using the Settings Module

The Settings section allows clients to manage profile data and review account-level details.

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Profile Information

The Profile Information section enables users to update their personal and contact details. Each field includes:
  • Full Name — User’s display name
  • Company Name — Associated organization
  • Phone Number — Contact information
  • Save Changes — Action button to apply updates
This ensures that profile data remains accurate and editable.

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Account Details

The Account Details section provides a read-only overview of account information. It includes:
  • Account Type — Defines the user role (e.g., Client)
  • Email Address — Registered email with option to change
  • Member Since — Account creation date
This layout ensures users can quickly verify their account status.

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3. Operational Use Cases

The Settings module is commonly used for:
  • Updating profile and contact information
  • Maintaining company details
  • Verifying account type and role
  • Managing registered email address
  • Reviewing account history and membership details
It ensures accurate account management and up-to-date user information.

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4. Navigation

The Settings section is accessible from: Client Portal → Account → Settings

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5. Summary

The Settings module acts as the account management hub within Venator. By combining editable profile fields with clear account details, it enables clients to efficiently manage their personal information and maintain accurate account records within the platform.