My Account & Feedback
Last updated · Markdown
My Account
Click your initials (top right) to open My Account.
Profile holds your name, phone and location. Change them and click Save changes. They're the same details as in the owner app, since it's the same account. Your email is how you sign in, so it can't be changed here. Your organization's name and profile, and your job title, are set by an Admin in Admin & Settings.
Notifications
The 🔔 bell at the top right lists what's happening at your organization. Click a notice to go where it's handled. Mark all read clears the count.
| You hear about | Who |
|---|---|
| An owner asks you to verify a service entry they logged | Admins and Managers |
| An owner disputes one of your service entries | Admins, Managers and the technician on the entry |
| An owner shares a to-do with you as a service request | Admins and Managers |
| A work order is assigned to you | The person assigned (not when you assign yourself) |
| An owner approves or declines a quote | The person who sent it, plus Admins and Managers |
| A quote you sent expires within 3 days without an answer | The person who sent it |
| Plan and billing changes, organization verification, harbor claims | Admins |
Each organization has its own bell. Notices about your own boats stay in the owner app's bell.
My Account → Notifications chooses what's also emailed to you, with one switch per kind of notice. The bell always shows everything. Verification requests, disputes, assignments and quote answers are emailed straight away. Service requests and expiring quotes come together in one email a day. Out of the box, email is on for anything assigned to you or that you sent, and for verification requests and disputes if you're an Admin or Manager. Every one of these emails has a Manage notifications link back to this tab.
Some email can't be switched off: password resets, email verification, invitations, and plan and billing problems for Admins.
Security
Under Security, Change password updates your password: enter the current one, then the new one twice. Connected AI assistants lists any assistant you've connected (see Using ReadyHelm from Your AI Assistant).
Two-factor authentication
Two-factor authentication adds a code from an app on your phone to your password when you sign in to the Pro Portal, and to the owner app as well, since it's the same account. Google Authenticator, Microsoft Authenticator, 1Password and Authy all work.
- Organization Admins must use it. Admins manage the team, billing and connected accounts like QuickBooks, so the first time an Admin signs in, the Pro Portal asks them to set it up before going on.
- Everyone else can turn it on under My Account → Security → Turn on two-factor.
Setting it up: scan the QR code with your authenticator app (or type the key under it), then enter the 6-digit code it shows. You then get eight backup codes. Each one signs you in once if you don't have your phone, so save them somewhere safe, such as a password manager. They aren't shown again.
Signing in: after your password, enter the current code from the app, or choose Use a backup code instead. Each sign-in, on each device, asks once. Switching between your organizations, or following the link to the owner app, doesn't ask again.
In My Account → Security:
- Set up a new authenticator moves it to a new phone. It replaces your old setup and gives you new backup codes.
- Turn off needs a current code. It isn't offered to organization Admins, because it's required for them.
Lost your phone and your backup codes? Contact [email protected]. Once we've confirmed it's you, we turn two-factor off so you can sign in and set it up again.
Your account is the same one you use in the owner app, so the owner app's My Account covers everything else: your own boats' reminders, credentials and your owner plan. See My Account, Plans & Upgrading in the owner guide.
Giving feedback
💬 Give Feedback at the bottom of the sidebar reports a bug, requests a feature, or asks for help. It notes which screen you were on, so you don't need to explain where you were.
Signing out
The sign-out button sits next to your name at the bottom of the sidebar.