Summary
This article shows how to update the various profile and account details attached to your Gravity Forms account. The chapters after this table will provide details on how to perform each of these updates. If you don’t remember the email address you used, please contact us.
| To update this: | Go here: | Instructions: |
|---|---|---|
| Account Name | Account → Your Profile | Jump to section |
| Organization | Account → Your Profile | Jump to section |
| Account Email address | Account → Your Profile | Jump to section |
| Password | Account → Your Profile | Jump to section |
| Payment Method | Account → Licenses & Downloads → Manage Subscription | 📙 Guide |
| Your receipt | Account → Licenses & Downloads → Manage Subscription → View Transactions | 📙Guide |
| VAT or Tax ID | Account → Licenses & Downloads → Manage Subscription | 📙 Guide |
Changing Profile Details
All these items can be modified from your Profile page. From your Gravity Forms account dashboard, go to the Your Profile tab, shown in the main navigation tabs of your Account area, directly underneath your account name.
Changing Account Name and Organization
- Change the name or organization fields.
- Click the I’m Done. Update My Profile button.
Changing your Email Address
- Change the current email address to the desired new email address.
- Click the I’m Done. Update My Profile button.
Your email address change is not yet complete! A verification email has been sent to the new email address to confirm the correct entry and finalize the change. - Find your verification email and click Confirm Email Address Change. The email change process will be completed.
Don’t forget that your email address is used as your account login, so remember to check any saved records you may have in a password manager etc., and update the email details there also.
If you wish to reset your password because you have forgotten it, see this help article.
Changing your password
- Enter your current password in the Current Password field.
- Enter your new password into the New Password field and the Confirm Password field. A strength indicator indicate the quality of your chosen password. Make sure you record it somewhere!
- Click Change Password. Your changes will be saved straight away, and a confirmation message will be presented.
Protect Your Password!
As anyone who uses the web knows, your password is valuable! Providing access to your account allows a user to revoke sites, change the email address, or even irrevocably transfer a license to another user.
Follow all the normal password safety recommendations with your Gravity Forms password, such as changing it periodically, not reusing passwords across multiple sites, and do not provide it to other parties without understanding the consequences of giving someone full access to your entire account.
If you must provide a license to a contractor or third-party developer for work on your website, we always recommend just providing them the license key for the project. You can see and copy the license key from your License dashboard.
Changing Purchase Details
These items are not part of your profile, but of the specific subscription you are looking at. Refer to the guides listed below for more information.
Changing Your Payment Method
A payment method is associated with a specific license. So, to change a payment method, you must change it within the subscription it is associated with.
See this article for full details: Updating your payment method.
Modifying Your Receipt
You can make quick edits to your receipt in order to reprint it, such as when you have the wrong address listed or similar. Your receipt can be accessed from within the Your Licenses area by choosing Manage License for the specific license and then viewing the Transactions.
See this guide for more information. Note that receipt edits are temporary and will not modify any aspects of your profile.
Adding Tax Information
You can include tax information with your subscription in order to have it show on prints of your invoice/receipts. This guide provides information on adding or changing that information for a specific subscription.