Previous User Menu

How to add or update your security settings from the User Menu in the top navigation bar.


  • If you accessed your portal with a saved password, ensure that you know your current password. It is required to add a new one. If not, contact your broker or Customer Support at Ease to assist with resetting your administrator password.
  • For security purposes, you will receive a verification email if your account password is changed.
  • Your password must contain a minimum of 8 characters, with at least 1 uppercase, 1 lowercase, and 1 numeric or special character, for example passWord&.
  • If a mobile phone number is added, you may login in from your phone.

To access the User Menu in the far right of the top navigation bar:

  1. Click the down arrow next to your name.
  2. Choose Settings.

From here, you may make changes to your security settings:

  1. Update your EMAIL address and add or update your USERNAME.
  2. Click Save Login Details.
  3. Enter MOBILE PHONE number.
  4. Click Save Mobile Phone Number.
  5. Change your Password Settings:
    • Enter NEW PASSWORD.
  6. Click Save Password Settings.

    7.    2-Factor Authentication is also available.