---
title: "How to Manage Your Profile & Add Branch Accounts for Credit Orders"
slug: "how-to-manage-your-profile-and-add-branch-accounts-for-credit-orders-new-credco"
tags: ["Credco", "Encompass Desktop", "EPC"]
updated: 2026-08-20T18:46:05Z
published: 2026-08-20T18:46:05Z
canonical: "docs.cotality.com/how-to-manage-your-profile-and-add-branch-accounts-for-credit-orders-new-credco"
excludeFromSearch: true
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage Your Profile & Add Branch Accounts for Credit Orders

## Overview

Use the My Info tab to view your profile and manage your Credco® accounts, including confirming details and adding or updating branch accounts for credit orders.

---

## Manage your profile and add branch accounts for credit orders

[Embedded content](https://app.storylane.io/demo/rxl16aedmahk?embed=inline)

1. Click the **My Info** tab from the left navigation menu.
2. Observe your **Name** and **Email** associated with your account.
3. Review the list of **Assigned Accounts**.

> [!NOTE]
> **Note**: If your System Administrator has assigned your profile accounts using a template, the **Assigned Accounts** section will display **“From Template Read-Only”**, meaning you cannot make changes. If your profile was not set up using a template, you can manage your accounts and add additional account numbers.
> 
> ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-K7ATQ4NS.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A01%3A25Z&se=2026-11-01T18%3A01%3A25Z&sr=c&sp=r&sig=9MqurNjktSGZMK7SKopj3cbh63kiY7gI3H0mWDxEa7g%3D)
4. To add another branch account number to your profile, click **+Add Another Account**.
5. Enter the **Account Number** for the branch you want to add.
6. Enter the **Password** associated with that account.
7. (Optional) Enter an **Account Nickname** to help you identify the account (e.g., Branch 2).
8. Select **Save** to apply your changes, or select **Cancel** to exit without saving. A green banner will appear confirming “Accounts saved successfully.”

> [!NOTE]
> **Tip**: Select the **Trashcan icon** to remove an account from your profile, and use the **Default** radio button to set your preferred default account for ordering.

---

## Outcome

You can review your profile details and manage your assigned Credco accounts, including adding, updating, or selecting a default account for submitting credit report orders.