How do I set up or update my secret question?
Setting up a secret question is important since it serves as a verification method when assisting callers over the phone. Please follow the steps below to set up or update your secret question on file:
- From the Cloudash client portal, navigate to Account Settings > Account Info on the left toolbar
- Click on the Security Tab
- To set up your secret question, select a question from the dropdown menu and type your answer in the field below
- To update your secret question, click on the Update Security Settings button. Select a question from the dropdown menu and type your answer in the field below
- Click on the Save Changes button to save your secret question and answer
If you are looking to add team members to your account, follow the steps here: How do I add a team member?