How do I update my user details in PTX Web Forms? Cloud Payments Expert March 05, 2019 09:37 Updated Follow Log in to the Client Portal. Click Update user profile. The User access screen is displayed. Click Edit user details. The User details are displayed. Update any fields as required, and then click Save changes. Related articles How do I view Direct Debit applications? How do I find out what information is required to fill in the ad hoc template spreadsheet? How do I manage user accounts? How do I upgrade PTX Drive? How do I stop a planned collection from a mandate?