Personal Profile Overview
The Personal Profile section in NuMetric lets users manage account credentials and communication settings. It includes:
Full Name & Email: Displays the primary user name and email address used for login and communication.
Password Settings: Allows you to change your login password.
Email Management: Add one additional email address for the primary email address to access the account (owner account alias email).
2-Step Authentication: Enhance security by enabling OTP verification via email.
Language Preferences: Set the default communication language for system emails.
Set Your Sender Email Address
Your sender email is the address used to deliver all invoices, estimates, and related communications to your clients. Using a professional sender email helps ensure messages are properly delivered and recognized.
How to Add Your Sender Email:
From your account dashboard, click your Profile Name.
Select Settings.
In the Account Settings screen, locate the “Send As” section on the right side.
Click “Add New Email” to enter your preferred sender email.
💡 Tip: You can use your NuMetric account email if preferred.
Click the “+” icon to initiate the connection.
Switch to your email inbox.
Look for a confirmation email from [email protected] with the subject line:
“Please confirm your email address”.Click the confirmation link inside the email.
You’ll see a confirmation message:
“Congratulations! Your email has been successfully subscribed for mailing through NuMetric.”Return to your NuMetric browser tab.
Click the confirmation icon to complete the connection.
Your sender email is now connected.
Step by Step:
1. On your account dashboard Click "Your Profile Name"
2. Click "Settings"
3. The Account Settings screen will open
4. Right side your will find send as Email address you connect here will be used to send all shared invoices, estimates, and related communications. Click and "Add new Email" field.
💡Tip! You can use your same account email or any other email address.
5. Click "+" after you have your send as email
6. Switch to your email inbox tab
7. Go to your email inbox and locate the email with the subject line 'Please confirm your email address' sent from [email protected].
8. Click the confirmation link inside to verify your email.
9. Once confirmed: you will have this page.
[Congratulations! Your email has been successfully subscribed for mailing through Numetric. You can safely close this window now.]
10. Return to the NuMetric.Work browser tab.
11. Click this icon to finish the connection process
12. Connected.
