Navigation
Client Portal
Account & Settings
5 min
the settings section has the profile information and other account options the settings section has the profile information and other account options standard operational procedure on the left side bar, click on the contact name at the bottom followed by account & settings navigate through the different options login & account settings email address is used for logging into the peoplematic platform once updated, check the bottom of the settings screen to see which email they use to log in updating the contact information in the lead card of {{januscrm}} and resetting the user's credentials will not automatically update this section of the peoplematic database forgot your login email or want to change it? use 'forgot password' on the login screen or check the profile settings to change the existing password, the client must enter their current password and create a new one once validated, the user will see a success confirmation company information this module shows the company name, address, and pay frequency for permanent changes, user must contact customer support language preferences this section lets users choose which language to use on the platform supported languages are english and spanish notifications notification settings shows the company phone number and email that can be edited the only fields that can be modified and also saved in {{januscrm}} are the email and phone number when a user updates your email or phone number, it becomes your preferred way to get notifications about requests for additional information about the bidirectional communication feature, please click https //ocmi atlassian net/wiki/x/lqc6dg notification preferences it is essential for users to have at least one channel selected at all times, with the flexibility to switch between them whenever desired supports only one notification method at a time per user currently not functional in the client portal peoplematic only supports delivery of messages to users regarding the daily timesheet