Welcome back!

Now that you’ve learned about your Vendor Dashboard, let’s explore the account menu you’ll see every time you log in to the Vendor Portal.

This menu gives you quick access to your personal account information, your order history, saved payment methods, and your account settings.

You may not use every option every week, but knowing what each one does will help you navigate the Vendor Portal with confidence.

Let’s take a quick tour together.

Why This Matters

The Vendor Portal is designed to put everything you need in one convenient place.

Understanding the account menu means you’ll always know where to go when you need to:

• Review a purchase
• Change contact name
• Update your payment method
• Change your password
• Update your email address
• Review your account information

Knowing where these tools are located saves time and makes managing your account simple and stress-free.

Watch and Learn

Exploring Your Account Menu

In this lesson, we’ll take a quick tour of each option in your account menu so you’ll always know where to find the information you need.

Let’s Do It Together

🟢 Practice This Lesson

Let’s explore your account menu.

Vendor Dashboard

This is your home base and where you’ll spend most of your time using the Vendor Portal.

Orders

Here you can review your order history, check the status of purchases, and view previous transactions.

Payment Methods

Manage your saved payment methods for faster and more convenient checkout when making purchases through the Vendor Portal.

Account Details

Here you can:

• Update your first and last name.
• Change your Display Name.
• Update your email address.
• Change your password.

Log Out

When you’re finished using the Vendor Portal, select Log Out to securely end your session, especially when using a shared computer.

⭐ Special Note

Understanding Your Display Name

Your Display Name is how your name appears throughout the Vendor Portal.

It may be displayed in places such as:

• Your account
• Reviews
• Comments
• Other areas of the website where your name is shown

Many vendors simply use their first and last name, while others choose a professional name they are commonly known by.

Your Display Name is not your business name.

Your business name is managed in your Vendor Profile, while your Display Name identifies you as the person managing the account.

Curbie’s Business Insight

Every successful business owner knows where to find important information.

Spending just a few minutes exploring your account menu today means you’ll know exactly where to go when you need to review an order, update your information, or make changes in the future.

Confidence comes from familiarity.

Checklist

By the end of this lesson, you should be able to say:

• I know what each menu item does.
• I know where to review my orders.
• I know where to manage payment methods.
• I know where to update my account information.
• I understand the purpose of my Display Name.

Celebrate

Great work!

You’ve completed another important step in becoming confident with your Vendor Portal.

Now that you know where your personal account tools are located, you’re ready to begin building your public presence.

In the next module, we’ll create your Vendor Profile and help customers discover the wonderful products and services you offer.

I’ll see you in Module 2 – Tell Your Story!

— Curbie Goodroot