User Profile

The User Profile Page contains information, settings and preferences specific to the user, and allows user to modify settings and profile information. The User Profile Page currently shows six different tabs.

Contact

The contact tab displays and allows modifying user contact information and SMS Notification Settings

Notifications

The notifications tab allows customizing notifications specifically for the user.

Notifications are grouped under section headers — Rentals, Service, Invoicing, and System — each shown as a shaded band with a count chip for how many notifications it contains. Some sections have sub-groups nested underneath: for example, Service splits into Independent, Purchase, Rental, and Sale inspection notifications, shown indented and muted below the Service header, each with its own count chip.

An Expand All / Collapse All button above the table reads Expand All while every section is collapsed, or Collapse All once any section is open. Click it to expand or collapse every section and sub-group in one action, or click an individual section's header to toggle just that one.

INFO

Note: Whether you can turn a notification's Emails toggle on or off depends on being granted the relevant permissions for that notification's area. If you haven't, the row still shows your current setting but the toggle is disabled — hovering over it explains that you'll need to ask an admin for access.

Column Preferences

The column preferences tab displays and allows modifying displayed columns for tables on the Assets, Pending Assets, Customers and Service pages.

Widget Preferences

The widget preferences tab displays and allows modifying settings pertaining to the widgets displayed on the Dashboard Page.

Report Preferences

The Report Preferences tab lets each user tailor which reports — and which parts of a report — they see, as a nested checkbox tree. Each entry has a Hidden checkbox; ticking it hides that item from your view of the report. (Requires report-view permission to access.)

For the Daily Summary Report, these preferences drive what appears on your view of it: you can hide an entire desk (Sales, Rental, Service), individual sections within a desk, and the High Level Summary block. Anything left unchecked stays visible. Because these are per-user preferences, hiding a section only affects your own view — it does not change the report for anyone else.

Filter Preferences

The filter preferences tab displays and allows modifying user specific filter defaults that are used on various pages across the CloudERM platform.

Inspection Preferences

The inspection preferences tab displays and allows modifying preferences for actions performed on saving inspections.

Transaction Service Modules

The Transaction Service Modules tab displays and allows modifying order/dispatch visibility on the Rentals Page.

Password

The Password Tab allows modifying password for the user account.