As an 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, Notification, Calendar Settings, and API Settings 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 the CRM please see the article on Signing In.
On the Notifications tab, you can enable or disable pop-up notifications for tasks and appointments, and also select how much time before the event is due should the notification pop-ups appear.
After configuring your preferences click Save and your changes will be saved:
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):
On the Calendar Settings tab, you can manage your frequently used custom dates and the default durations that will be applied to all new tasks and appointments:
The custom dates may be re-ordered by dragging and dropping a date into an appropriate position on the list.
When a new task or appointment is being added, you can open your custom date list using the Custom Dates icon:
Your list of custom dates will now show up in another pop-up where you can select the desired date for your new event:
On the API Settings tab, you can create and manage your API tokens:
For more information please see our article on IRIS API.