As an IRIS CRM user, you have access to update your own settings. To change your settings click on your name in the top-right corner and click Settings:
The Settings page will open up with the Account Details and Notification tabs as shown in the below example:
On the Account Details tab you can update your contact information and enable or disable the Email Alerts (sent when a merchant stops processing for a period of time) and the two-step authentication.
Once you've updated your settings click Save Settings in order to apply the changes.
To change your password, enter your old password, your new password, and the password confirmation and then click Update Password.
If you are having trouble logging in to IRIS please see the article on Signing In.
In your user settings, you can also enable or disable pop-up notifications for tasks and/or appointments.
Open the Notifications tab and check the Tasks and/or Appointments check-boxes.
After you've enabled a pop-up reminder you'll also need to select how soon before the event will the reminder be shown:
Once you've selected your settings, click Save.
When your Task or Appointment schedule approaches a pop-up will appear as shown in the below example:
If more than one reminder is scheduled to appear within the same time frame, you will be able to see all of the reminders within the same pop-up.
In the below example there are two reminders in the pop-up, and you can switch between the reminders by clicking on the scroll button on the right:
If you need to reschedule a Task or an Appointment you can do so right from the pop-up. Click on the Reschedule button, select a new date and time (and optionally the Snooze setting) and then click the second Reschedule button:
If needed, you can also change your notification settings in the pop-up (without going to the Settings page). Click on the Wrench icon in the pop-up, select your new settings and click Save Settings:
To hide your notifications click on Hide All button (or the Hide button, if there is only one reminder):