Managing Your Portal
Managing Notification Preferences
Introduction Manage Notification is a new feature to customise email and portal notification settings. With this feature, you can choose the activities for which you do not want to receive an E-mail or Portal notification. Setting Email and Portal ...
Changing Password
Introduction For security purposes, it is important to change passwords from time to time. Follow the steps given below to change your password. How to change a password Step 1: Click on the Profile icon. Step 2: Select My Profile. Step 3: Click on ...
Changing Company Admin
Introduction To change the role of a Company Admin in your system, you can follow these steps: How to Change Company Admin? Note: Only a current Company Admin has the authority to change the role of another staff member to Company Admin or assign ...
Multifactor Authentication (MFA)
Multi-Factor Authentication (MFA) MFA is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity. Cloudoffis offers three different Multi-Factor Authentication ...
Managing Staff
Introduction This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions. Creating a New Staff Member Step 1: Click on Admin > ...
Updating Profile & Company Details
Introduction The Profile module is a central hub for managing your user-specific information and settings. It provides tools to customize and maintain personal and company-related details, ensuring the experience with the software is tailored to your ...
Subscription Details and Transaction History
Introduction An automated invoice is generated for the subscribers of SMSF Sorted at the end of each month. A copy of the invoice generated for each month is parked under the Subscription page of the company profile in Sorted. Please follow the below ...