You can manage your account preferences and learn a lot right from your account. Major changes, like your email addresses or signature can be changed here, as well as useful details like your employment status.
Access your profile from the Shoobx toolbar:
This article will explain how to:
- Update profile picture
- Update signature
- Change your password
- Manage your email addresses
- Change your address
- View employment details
Update Profile Picture, Signature, or Name
Your profile picture can be updated by uploading a photo on the “My Account” tab of your Profile page. From here you can also update your signature. (Remember, Shoobx will never use your signature without your permission!) This is also where you can change your official name in Shoobx.
Change Your Password
A link to reset your password will be sent to your recovery email address. [link to “what is a recovery email address] keep in mind this may not be the same email address you use to access Shoobx. Visit Passwords on Shoobx for more details.
Manage Your Email Addresses
Emails in Shoobx must be verified before Shoobx will use them. After you enter an email address, Shoobx will send an email with a link to confirm that email address. After you click you will be able to add that email to the verified list.
Account Recovery Email
You can log in to Shoobx with any of your verified email addresses. However, a request for a forgotten password will only go to the account recovery email address.
The account recovery email needs to be an email address you expect to have long after your affiliation with your current company has ended. It will continue to be your login, and also the address to which a reset email will be sent any time “forgot password” is selected.
Make sure your “Account Recovery Email" is an address you will have even after you are no longer with your company. 1) You will use this to access documents after you are done at your company, 2) This is the secure email address where password resets are sent.
Work Email Address
The “Work Email Address” is set by your company and cannot be changed.
Preferred Email versus Other Emails
Under the "Preferred Email" tab you can see not only your Preferred Email, but also the other emails you've put in. Shoobx will email your preferred email for standard Shoobx notifications (signing documents, reminders, etc.) excluding password reset emails. If your preferred email is NOT your work email, then Shoobx will email your not only your preferred email for these email notifications, but also your work email.
If you have put other addresses here as well that are NOT a preferred or work email address, then these other emails will not get notifications, but you will be able to login with these emails.
Change Your Address
There are tabs for changing your contact information, address, and emergency contact information on the My Profiles page. Make the necessary updates and save your changes.
View Employment Details
If you are an employee of the company, you can find information about your salary, start date, title, and more under Current Employment tab.
View Access Level
You'll click on the "permissions" tab on the left, and this will allow you to view what access you have under "Company Access."