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.

Did this answer your question?