To access your profile, log into an Invitbox account and go to the Admin tab > My Profile
OR you can simply login and click on your name in the top left corner of screen
You will then see these 4 options as shown below;
1. User Details
As shown in the above image you have the option to change your email address or password. You can also change your name here too.
You can set whether you wish to receive reminder emails and how often you wish to receive them. They will inform you how many invoices are in the Unknowns, Intray, Approved etc tabs & what tasks you need to complete within invitbox for every account that you are a user of.
For Frequency you can select:
Daily- you will receive emails every day.
Weekly- you will be asked which day of the week you want to receive the reminder.
Monthly- you will be asked for the date, between the 1st and the 28th of each month.
All emails will be sent around 2.30am Australian Eastern Standard Time (GMT +10hours)
The email you receive will contain a table like this below and the email subject will be 'Invitbox Dashboard'.
If you have anything to do in each tab, the number of bills or things to action will be noted.
If you see a field with "9 (4)" it means you have 9 bills/things to action, and that 4 of them are unread.
You can select how many bills you want to see in each page in panel 1 (see image below in red)
2. Email Address
Here you can change your email address that you log in with
Here you can change your password that you log in with
This is where you can add or delete names & email addresses of your contacts that you can send email tasks to
Click here to learn about sending tasks