There is a grey button at the top of your screen marked Your Profile.
The Your Profile section will display your current details and provide the opportunity to update the information.
Your details
Your details is where Inform Direct stores your name, email address etc. (as detailed above). You can edit your details by clicking on the blue "Edit your details" button on the right of the screen.
If you need to change your password click on the blue "Change password" button.
Your recent logins
A list of logins over the previous 30 days will be shown, including the time logged in and approximate location of the login.
Your access rights
Below is an example of the access rights available to the User. Different User Types will have different levels of access. They could also have been further tailored by the Administrator(s). If anything needs to be changed please consult your usual Administrator.
Your email preferences
This tab will detail which system generated emails you will receive.
If you would like to turn on/off some of the email notifications generated by Inform Direct click on the blue "Change email preferences" button on the right hand side.
If you would like to change your email address see How do I change my email address?
Your settings
The blue "Change settings" button allows you to change these settings.
For more details about either option please see What does the Change settings button do?
This tab will detail whether you have turned on/off the settings giving you the option to:
- Allow Annual Return download
- Hide help text
It will also detail how soon a due date turns amber and then red on the portfolio screen, please see How Do I Change the Colour Coding of Dates?
Your portfolio settings
This tab allows the option to select either the default Portfolio screen layout or to create and use custom fields.
How do I change the portfolio screen settings & fields?
Actions
From here you can set up and disable two-step login and confirm recovery code.