You can update some of your contact information directly on the Cash Management page, or you can contact our Customer Success team at support@stessa.com, to help you with updating the information.

Note: If you have multiple Cash Management entity accounts, you will need to update the contact information for each entity.

How do I update the contact information on an entity level?

1. Go to your Cash Management page
​

2. Click on the 3-dot menu on your entity display
​

3. Select the ‘Edit Account’ option.

4. The slide-out will open and contact information will be displayed:
​
​

5. The ‘Save’ button will become enabled once the information changes.

6. Clicking on the ‘Save’ button, will trigger Two Factor Authentication. An option to receive a text or call will be available.

7. After the 6-digit code is verified, the user’s newly updated information will be saved.
​
​