Customise Your Ivorey™ Profile

1. From the Ivorey™ main menu, go to Settings > Profile > and make sure you are on the [General] tab, where you can edit your Personal Details

2. Edit your First and Last Name

3. Update the Email address you use to log in to Ivorey™
   
   Note: Password reset emails are sent to this address, so make sure it is one you can always access.

4. Add in your Phone number - click the flag drop-down to select your country code > enter your phone number > and optionally add in your phone Extension

5. Under Calendar, you can select your primary calendar from the drop-down

6. Adjust your Platform Language to choose the language you would like Ivorey™ to display in for you
   
   Note: Your notifications will also be sent in your selected platform language, where a translation is available. If translations aren’t available, they will be sent in English.

7. Under Signature, set up or edit your email signature:

   1. Create your signature in the editor, using the formatting toolbar to style your text - add links or images (e.g. your name, title, phone number, and website)

   2. Toggle Enable signature on all outgoing messages ON, if you would like your signature to be added to your outgoing emails automatically

   3. Tick the Include this signature before quoted text in replies checkbox, if you would like your signature to appear above the previous email thread when you reply

8. Click the [Update profile] button, at the bottom right, to save your changes

1. From the Ivorey™ main menu, go to Settings > Profile > and select the [Security] tab

2. Under Password, you can update your password any time:

   1. Enter your Current password > enter your New password > enter the new password again to Confirm > and click the [Update Password] button
      
      Note: Your new password must contain at least 12 characters, and include letters, numbers, and at least one special character (e.g. !, @, # or $). We recommend using a unique password that you don’t use for any other account.

3. To sign out of Ivorey™ on all of your devices, click [Sign out everywhere]

4. To set up two-factor authentication, click the [Setup Two-factor Authentication (2FA) App] button:

   1. Open an authenticator app on your phone (e.g. Google Authenticator, Authy, Duo)

   2. Scan the QR code shown on your screen, or manually enter the setup code provided

   3. Click [Next] > and enter the one-time code shown in your authenticator app, to finish the setup

   4. Save your backup codes somewhere secure, separate from your password
      
      Note: The next time you log in, select the authenticator app option and enter the code from your app to complete your login.

1. From the Ivorey™ main menu, go to Settings > Profile > and select the [Notifications] tab

2. Click on each notification category to expand it > and tick the checkbox under In-App, Email, and/or SMS (shown along the top), to select the notifications you want to receive for:

   1. Conversation Notifications - any new conversations, conversations assigned to you, new messages on conversations you own or follow, being mentioned in a conversation, and more

   2. Task Notifications:

      1. When tasks are assigned to you

      2. Get a reminder before a task date > and set the number of minutes, hours or days the reminder should be sent before the due date

      3. Get a daily summary of due tasks > set the time that the summary should be sent everyday > and toggle Don't send when there are no tasks ON to skip the summary on days with nothing due

      4. Get a daily summary of overdue tasks > set the time that the summary should be sent everyday > and toggle Don't send when there are no tasks ON to skip the summary on days with nothing overdue

   3. Wordpress - we don’t currently support Wordpress connections

   4. Facebook - when new reviews are received

   5. Google - when new reviews are received

   6. Calendar Notifications - when a calendar integration is disconnected, or when a meeting link/location is missing

   7. Social Planner Notifications - when your Instagram Story is ready to post

   8. Client Portal Notifications - when a contact uploads a file
      
      Note: Some notifications are ticked by default. A greyed-out checkbox means that channel is not available for that notification.

3. Click the [Save] button, at the bottom right

Note: If your access is set to Only Assigned data, you won’t receive notifications about leads or conversations that are not assigned to you.

If you’ve forgotten the password for your Ivorey™ login, click the [Forgot Password?] button on the login screen, and enter the email address you use to login. A password reset email will be sent to your inbox, where you can create a new password.

If it doesn't arrive within a few minutes, check your spam or junk folders before requesting a new one. If you have any issues accessing your Ivorey™ account, please reach out to Support at [email protected] 🤍

If you have 2FA enabled and you can’t access your authenticator app, you can log in using one of your backup codes instead. Ten backup codes are created at a time, and each one can only be used once. If your backup codes are lost or have been accidentally shared, you can reset them from the Security tab in your profile settings.

No. Two-factor authentication can’t be set up by an account admin, each user must set up their own 2FA, from their profile settings.

You may receive duplicate notifications, if more than one notification setting applies to the same message (e.g. a new message on a conversation that is also assigned to you). Review your notification settings and untick any overlapping options, for a cleaner inbox.

Yes. Download the free LeadConnector app and turn on notifications, so you receive alerts for important activity in your account without having to log in on your computer. Learn more in our LeadConnector App guide.