Add To-Do List Admins
While the Master User of the account will be able to view and collaborate on each to-do,; checking off to-dos may fall under another inDinero user’s job roles.
To add an Admin or a Team Member to view, manage, and solve a to-do, navigate to Account and Settings > Settings > and choose Team Access from the available tabs.
Select the desired person and click the To-Do List Admin radio box and save.
Choose daily or weekly To-Do summaries that best fits your business needs!
From your Settings section under the Account and Settings dropdown, select Notifications to view and adjust your email settings.
Your To-Do summary email provides an overview look of all your open to-dos, including when they’re due and what type of request they are. Click the “View To-Dos” button to begin checking them off!
Always be in the loop when you’re assigned a new to-do!
Automated emails and push mobile notifications let’s you know when a new to-do has been assigned. Note: If you opt for daily To-Do Summary emails, any new to-dos will be added here and not a separate email.
Used when needed, High-Priority To-Dos are considered the most urgent requests—like needing your signature for a tax deadline. In this case, email and push mobile notifications are sent daily until solved.
We understand it’s important to get timely and accurate answers! When your finance team replies to you via the To-Do Comments, you’ll be notified by email and push mobile notifications so you can review and check it off.