Options for SSO, Change Password, Opt Out Emails, Timezone, etc.
Profile:
Located in the top right-hand corner of either a Client User or Vendor User Profile, hovering over the dropdown of their Name and Company Name will open a menu. From here, you simply choose Profile.
- Changing User Password:
When logging in to SimpleVMS for the first time, all users should start by visiting their Profile Section. Here, they will find the option to select "Change Password." They will need to enter their default password or their previous password. Once entered, they should input their new password twice and select "Change Password."- SSO (Single Sign On):
Users can use the Single Sign-On (SSO) option in their SimpleVMS profile. This allows them to access the SimpleVMS tool using their Microsoft, Google, or LinkedIn account login information. To do this, they need to go to their profile, choose the account they want to link, enter their login details, and complete the sign-in process. Once linked, they can use this information to access SimpleVMS with that account in the future. It's important to note that this link is only valid for each individual account in SimpleVMS. If a user has multiple accounts, they'll need to link each account separately if they want to use SSO with them.- My Profile:
This section will outline the user's basic information. There are two key pieces of information that need to be updated in this section: the user's email address, which is crucial to ensure they receive SimpleVMS notifications as intended, and the user's timezone, which is important when using the Report Scheduler in SimpleVMS. Updating the timezone will ensure that any scheduled report is received in the correct timezone designated on their profile.- Email Settings:
Users have the ability to opt out of communications they do not wish to receive from SimpleVMS. They can do this by selecting the checkbox next to the notifications they do not want to receive. After making their selections, they should click "Save Opt Out Selections" at the bottom of the menu. Going forward, they will only receive the notifications that have been left unchecked in the menu.
