V8 - User menu
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 User administration list (Company > Admin > User administration) to create/deactivate/reactivate users, manage their permissions, and lock/unlock user accounts.
User profile
The User profile contains a display name, email address (used as the username when logging in), password, security question and answer, as well as your mobile carrier and mobile number for text-based notifications. 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.
User settings
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 allows you to choose how you receive notifications. The options are:
-
Don’t email or text me
-
Email me
-
Text me
-
Email and text me
The system will use your login email address and the mobile phone provided in your User profile. Regardless of the option you choose, all notifications will continue to appear within the application via the Task bar's Notifications feature.
Tasks
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.
Sign out
Use the Sign out button to log out of SOS Inventory.
On this page