Account & Settings Module

manage login details, password, notifications, language, company info, and other account settings here manage login details, password, notifications, language, company info, and other account settings here peoplematic serves two distinct purposes for storing email information it is essential to ensure that you are utilizing the appropriate level of access when assisting a client login & account settings login & account information section it is essential to note that the information visible in the login & account settings section is retained in the peoplematic database for accessing accessing the platform navigate to the account/account & settings module click/tap on login & account settings click/tap on the edit button as needed ⚠️ note changing this email will update the user's login information tap on update/save or click save changes ◈ mobile application ◈ client portal login security section navigate to the account/account & settings module click/tap on login & account settings click/tap change password enter the current password enter a new password that meets all the requirements re type the new password to validate the entries click/tap update password ◈ mobile application ◈ client portal on the mobile version, users can enable biometric login at anytime on the mobile version, users can enable biometric login at anytime company information it is essential to note that the information visible here serves as a reference for the client and is not not retained in the peoplematic database for sending request confirmations or changing settings in the payroll software navigate to the account/account & settings module click/tap company information ◈ client portal ◈ mobile application language preferences this section lets users choose which language to use on the platform supported languages are english and spanish new users will pick their preferred language when they first log in during the product walkthrough if users want to change their language later, they can go to the account/account & settings module and make a new selection navigate to the account/account & settings module select language select a preferred language from the dropdown menu click/tap on save on the client portal, users can change language preferences from the left sidebar ◈ client portal ◈ mobile application language selection product walkthrough on the first screen/page, make a language selection click/tap on let's start tour! notifications users will receive an email notification after each submission currently, the peoplematic product has only messages activated to be delivered to users regarding daily timesheet reminders notification contact / settings manage the phone and email information to receive important account and submissions notifications navigate to the account/account & settings module select notifications locate the notification contact/settings and tap/click edit notification contact/edit button edit the phone or email field at your convenience tap/click update/save save changes remind me to log hours select a preferred method for receiving platform reminders it is essential for users to have at least one channel selected at all times, with the flexibility to switch between them whenever desired this feature is exclusively available in the mobile version of peoplematic, including the following channels email text message push notifications navigate to the account/account & settings module in the mobile version, locate the remind me to log hours ; for the client portal, locate the notification preferences use the toggle to enable/disable the preferred notification channel preferences save automatically when the user select them switch company this option appears if users have multiple companies under the same email and peo program requirements always confirm that the client is under the same carrier/program with a bound status the primary contact person for the lead cards should possess an identical email address this practice helps streamline processes and avoid confusion or errors that may arise from discrepancies in contact information make sure that the client does not possess an additional account associated with a distinct email address for the lead card or company you intend to include it is crucial to verify that there is no duplication of accounts to prevent any potential issues or complications if the client is found to have an account associated with a different lead card and program, it is essential to promptly initiate the process of submitting a technical ticket to eliminate the access granted to that account mobile application navigation navigate to the account module find the switch company switch company link next to the company name on the right side tap on the link select the company from the dropdown menu tap on the switch button client portal navigation find the switch company switch company selector on the left side bar by clicking the company name the arrow icon shows if this option is available for a company select the company from the dropdown menu click on the switch company button when will a user be asked to select a company? every time a client logs into the client portal platform delete app account only shown in the mobile application the field is a requirement put forth by apple, so we are unable to remove it this information is only displayed on the mobile application platform and has no impact on the client portal avoid utilizing this option to establish a new account or substitute an existing account on behalf of the user navigate to the account module tap on login & account settings tap on delete app account delete app account button confirm the selection by tapping on the delete account button tap delete to confirm the delete app account delete app account is not intended for canceling the program or active coverage to initiate cancellation, the client must send an email to the respective payroll department, which will manage the process a brief message and notification have been included to clarify this procedure for client understanding