My settings

Here you maintain your own details in invoiceR. You reach everything through your profile picture in the top right corner.

Change profile

1. Click your profile picture in the top right corner.
2. Click My settings.
3. On the Profile tab, change for example First Name, Surname or Email address.
4. Click Save.

A new email address only applies once you have confirmed it: invoiceR reports that the email change request was sent successfully and sends a link to the new address.

Different in your organisation?

Depending on the setup there are additional fields Phone number and Timezone. If you log in with your company account, name and email address usually come from your company directory. Your IT department makes changes there.

You choose your own picture in the same menu with Change profile picture.

Change password

1. Click your profile picture in the top right corner.
2. Click Change password.
3. Enter your Current password.
4. Enter the New password and repeat it under New password (repeat). Below the fields you see which rules the password must meet.
5. Click Save.

Change password only exists if you log in with a user name and password of invoiceR.

Two-factor login

With two-factor login, logging in requires a code from an authenticator app on your smartphone in addition to the password. This way nobody can log in with your password alone.

1. Open My settings, Profile tab.
2. Next to Enable Authenticator App, click Enable.
3. Scan the displayed QR code with your authenticator app.
4. Enter the 6-digit code from the app and click Continue.
5. Save the recovery codes with Download or Copy and click Continue.
6. Click Done.

Caution

Keep the recovery codes in a safe place. You use them to log in when you do not have your smartphone at hand. Later you can see them under View Recovery Codes.

To switch it off, click Disable on the Profile tab, enter a code from the app and click Verify.

No two-factor login to be seen?

Then it is not switched on in your organisation. Contact your internal administrators.

Linked accounts

If you have several users in invoiceR, for example in two tenants, you link them and switch between them without logging in again.

1. Click your profile picture in the top right corner.
2. Click Manage linked accounts.
3. Click Link new account.
4. Enter Tenancy Name, User name and Password of the other account.
5. Click Save.

You switch to the other account in the Linked accounts window with Log in. Recently used accounts also appear directly in the menu when you point at Manage linked accounts. With Delete you remove a link.

Interface

On the Interface tab, under Display-Mode for Modals, you choose whether the windows of invoiceR, for example an opened document, appear as Windowed or Fullscreen. Then click Save.