Create or edit an identity
An identity is a record that stores names, addresses, contact information, and credit card numbers that you frequently provide to websites. Typically, you will only create a single identity, but you may create more if you have different sets of information, such as personal and business information.
To create or edit an identity
•To create a new identity—Click New Identity .
•To edit an existing identity—Select the desired identity, then click Edit .
On the Personal tab, you can enter your name, birthdate, gender, company name, and tax/VAT identification number (or Social Security number).
On the Contacts tab, you can enter up to five telephone numbers (home, work, mobile, fax, pager) and up to three email addresses.
On the Addresses tab, you can enter up to two postal addresses (mailing and billing).
On the Credit Cards tab, you can enter up to three credit cards.
On the General tab, you can add custom fields, notes, and more to your identity.
On the Security tab, you can edit sharing permissions, as well as view creation and modification dates for the identity.
© 2013 Regex Software. All rights reserved.
Link to this topic