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MY ACCOUNT

4.1 Set up notifications

You can more easily track pertinent business information by setting up a variety of personalised notifications such as:

  • Order, quote, and shipment confirmations
  • Quotes about to expire notices

To receive any or all of these notifications:

  • Log in and click My Account in the main navigation.
  • Then click My Profile in the menu on the left side of the screen.
  • Click on Notification Preferences, select the method and timing of your notices, and click Save.

 

4.2 Preferences and personalisation

To personalise your dashboard for more efficient use:

  • Log in and click My Account in the main navigation.
  • Then click My Profile in the menu on the left side of the screen.
  • Click Dashboard Preferences and check the box for each item you would like displayed on your dashboard.
  • Click Save.

 

4.3 Unsubscribe from notifications

To unsubscribe from email notifications:

  • Click the Unsubscribe link at the footer of the email or log in and go to My Account > My Profile > Notification Preferences to change your settings.
  • There are four potential notifications to unsubscribe from, depending on your settings.
    1. Order Confirmation notices: Untick the box to Unsubscribe.
    2. Quotes About to Expire notices: Untick the box to Unsubscribe, or to revise the notice timing, click the appropriate checkbox and click Update.
    • 3. Shipment Confirmation notices: Untick the box to Unsubscribe.
    4. Open Backorder Reports: Untick the box to Unsubscribe.
    Ensure you click SAVE at the bottom to save these preferences.

 

4.4 User administration

Create a new

Users with admin privileges now have the flexibility to create personalised accounts for all of the employees in their company. To create a new user:

  • Log in, click My Account in the main navigation, and click User Administration in the menu at the left side of the screen.
  • Click Add a New User below the alphabet navigation.
  • Then complete the new user information and click Create a New User.

Please contact Ingram Micro at webmaster@ingrammicro.com.au to create a new admin user.

Enable a disabled user

Admins will see a list of all users on the User Administration main page.

  • Select the specific user's name by clicking the checkbox on the left side of the name.
  • Option 1: Click Enable on the top or bottom of the user list.
  • Option 2: You can click the username on the User Administration page and click the I want to enable this user link.

Set up privileges

Admins can determine and customise the privileges for each user depending on the individual's role.

On the User Administration main page admins can see a list of all users.

  • Click the username for whom you want to set up privileges.
  • Select the tab Privileges at the top of the user details page.
  • Select the appropriate privilages and click Save.

Personalise quotes

Both admins and users may personalise quotes for customers. To change the default values for personalisation, click My Account, My Profile, and Quote Personalisation Preferences.

Admins may update the company logo: Click Upload a New Logo, Browse in the dialog box, and the certification box. Click Upload. Admins then may enter legal terms and conditions for footer display. Click Save.

Both admins and users may enter company name or tagline and default header and footer message. Click Save.

 

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