The 'Account' button is where you can access and amend account level settings such as user rights, invoice details and payment cards, amongst others.
Clicking on the grey "Account" button at the top of your screen will bring up your Account details.
1. Inform Direct assumes that the first company you register will be the name of the account. If you are a sole trader or registered a client company first you can change these details to reflect your practice.
Clicking on the blue "Edit account details" button will allow you to edit the displayed fields.
How do I edit my Account details?
Note: You will only be able to edit the Presenter information if you have a subscription service.
How do I add my Presenter Code?
2. Clicking on the blue "View invoices" button will give you a summary of all invoices paid, including an option to download them.
How do I see what invoices have been paid?
3. The blue "Update Card details" button will let you add a new or additional card from which to settle any fees.
How do I add new card details?
You will also be able to remove any redundant card details provided the details of at least one card remains.
4. The blue "View Offices" button will allow you to add the different office name and addresses within your organisation.
How do I add new Offices to the account?
5. The blue "Manage users" button will let you add or remove new users from your account or change the permissions they have.
How do I add new users to my account?
How do I remove users from my account?
This is very useful if others in your firm are going to share in the administration of your Portfolio.
Note: You will only be able to access the manage users function if you have a subscription service.
6. Manage custom fields allows you to add and amend custom information fields for each company, these can appear on the company dashboard and portfolio.
How do I add new custom fields?
How do I edit or remove Custom fields?
Note: You will only be able to add custom fields if you are a subscriber to the software
7. Lastly the blue "Upgrade to subscription" button will let you start a subscription service. This button is only visible if you are not already on a subscription.
What are the benefits of a subscription service?
How do I upgrade to a subscription service?
What fees are payable by subscribers?