Located on the Task Bar, the User menu (the user's display name) allows an individual user to set up a profile, establish setting preferences and tasks, and log out of SOS Inventory.
Administrators should use the Users list (Company > Admin > Users) to create/deactivate/reactivate users, manage their permissions, and lock/unlock user accounts.
The User profile contains a display name, email address (used as the username when logging in), password, security question, and security answer. To edit any of this information, go to the Task bar and select User > User profile, make your changes, and click Save in the lower right corner.
Users in SOS Inventory do not always have the same time zone or use the same date format for transactions. User settings allows you to change these to match your area. All users must set their time zone for transactions to be recorded correctly.
User settings also allow you to choose how you receive notifications. The options are Don't email me or Email me. Don't email me is the default. If you choose Email me, the system will send notifications to the email address listed in your User profile.
If you choose to receive email notifications, in-app notifications will continue to be sent to you via the Notifications menu.
Users can set tasks for themselves or others in SOS with due dates that can be tracked on the Calendar.
To add tasks, go to User menu > Tasks. You can click Add new to add a new task. Provide a title for the task (it must be unique) and a description to explain the task if needed. Then assign it to yourself or another SOS Inventory user in SOS and set a complete-by date.
Once the task is finished, you can either (1) click the Completed option on the task’s Edit page, or (2) select Mark as complete from the Actions menu on the Task list.
Use the Sign out button to log out of SOS Inventory.