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Turn2us Intermediaries User Guide - Intermediary accounts: Update your details/request changes or deletion of an account

Intermediary accounts: Update your details/request changes or deletion of an account

You can update your details or request changes to/delete of your account using your intermediaries account.

Hover over the 'My Turn2us' option on the main menu bar and select 'Update Your Details' from the Intermediaries navigation bar. (See Screengrab below.)

Screengrab of the intermediaries My Turn2us navigation bar

You will see a Summary page. (See Screengrab below.)

Screengrab of Summary page for updating details

Changing preferences

If you want to change your preferences, tick the appropriate boxes on the summary page and click 'Update'. (See Screengrab below.)

Screengrab of the 'Legal and Preferences' section of the summary page

Change details

If you want to change your details, click 'Change details' on the summary form. (See Screengrab below.)

Screengrab of summary form

This takes you to an 'Update details' page (see screengrab). Make the changes you need to make and click 'Continue'. (See Screengrab below.)

Screengrab of the Update your details form

This takes you back to the Summary page.

Request a change to your organisation or branch details/access permissions/deletion of an account

There are three changes that you can't make yourself for data protection reasons. Instead you need to request a change:

  • Change your organisation or branch

  • Delete your account

  • Request organisation-wide access to the Benefits Calculator/client data.

More information on each option and how to request the change is provided when you click on the links at the bottom of the Summary page. (See Screengrab below.)

Screengrab of the Request a change section of the summary form

When you have made all the changes you want to, click 'Update' on the Summary page. You should get a confirmation at the top of the screen that your changes have been made. (See Screengrab below.)

Screengrab of confirmation message

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