1.) Let us know! We want to hear this feedback.
2.) Pick the template that is the closest to the type of work you want to delegate and just use the freeform box on the right to add in any additional notes, stipulations or directions that we may not have caught within the template
No, there is no limit, you can add as many users as you want. We want everyone at your company to get the same value from Invisible that you do!
For process updates: for any processes that have been delegated through the Client Portal, you can update the process by using the “version” feature. For processes that have not been delegated through Portal or for feedback / questions specific to a process, please communicate directly with your assistant within the thread related to that specific process. It is important to communicate within the same thread.
Visit the portal.inv.tech link and sign in with the email address that you used to sign up with
You can go the "Teams" page and click "Add User" then the user that you will add will recieve a link that they will need to verify in order to be able to access the Client Portal. Once they have verified, they will be able to use/view the Client Portal and send through delegations
You can view your usage trend, and account balance by visiting the Client Portal (https://portal.inv.tech/settings/billing).
Yes, you can update your payment information by scrolling to the bottom right of your Client Portal and selecting "update payment information"
Yes, 30 days prior to the date of expiration, your Client Portal will show you expiring credits in red.
Yes - where you see "Usage & Fees" - there is an arrow on the top in where you can download a CSV report of the breakdown of your usage and fees