Step 1: Accessing your profile settings
On the top right corner of the screen click on your Username and select Edit Profile.
Step 2: Personal Information
Add in your basic information and Save Changes.
Step 3: Settings
The Settings tab will allow you to decide which notifications you would like to receive. Simply toggle the checkboxes and Save Changes.
Step 3: Password and 2FA
Both optional, as-needed options, the Password tab will allow you to change your password and 2FA will guide you to set-up two-factor authentication for your account.
Step 4: Email Integration
When you add an existing email account, you're giving InvestNext permission to view your mailbox. This also allows you to better manage your CRM by optionally syncing email communication, as well as send individual and mass emails through the InvestNext platform.