User Profile & Settings

• Contact & Security: Manage your contact information and security settings with ease.
• Default Landing Page: Choose what you see first when you log in; the Catalog is the default.
• Multi-Facility Users: If you access multiple facilities, set a primary facility and default shipping address for efficiency.
• Shipping Preferences: We suggest Ground Shipping as your default to avoid extra costs, but you can always change it at checkout.

• Email & SMS Alerts: Customize your notifications for order confirmations, changes, and tracking.
• Tailored Alerts: Toggle individual notification types on or off, though some, like return reminders, can't be disabled.
• Extra Recipients: Add more email recipients (e.g., for receiving departments) to ensure everyone gets timely updates.

• Payment Methods: Users with proper permissions can modify payment settings, which are typically managed by the organization.
• Credit Card Management: Easily add or remove credit cards using simple icons.
• Blanket POs: Create Blanket Purchase Orders at the facility level by selecting the facility and entering the PO number.

PartSource User Profile Setup

• User profile configuration accessed through My Account > Settings on the PartSource homepage
• Personal notifications and payment methods are visible in the Settings screen, with some options potentially managed by the organization
• User profile management includes password changes, contact information updates, PartSource Security Settings access, and default preferences setup
  Password modification is performed via the Change Password link with on-screen prompts, followed by the Save action
• Contact information editing allows updates to username, email address, and phone number through the Edit link in the Contact Information section
  

Default Preferences Configuration

• Default Landing Page: This setting lets you choose which page displays when you log into PartSource. The Catalog page is the default option.
• Default Facility: If you have access to multiple facilities, you can select a primary facility as your default.
• Default Shipping Address: You can configure a default shipping address for your selected default facility. This is especially helpful for large facilities with multiple shipping locations.
• Default Shipping Priority: We recommend setting Ground Shipping as your default shipping priority. This helps prevent accidental overnight or next-day shipping charges, though you can always override this during checkout.
  

Notification Settings Management

• Email notification configuration with a pre-populated email address that can be modified to an alternative address
• SMS text message notifications are available as an alternative or additional option to email notifications through the Add Mobile Number feature
• Notification categories are organized into order confirmations/receipts, order changes/approvals, and tracking/reminders
• Individual notification toggles are available for each notification type, including shipping notifications, delivery notifications, and delivery due dates
  Required notifications, such as return and exchange due date reminder,s cannot be disabled
• Additional recipients' capability allows adding email addresses to notifications, beneficial for departments like receiving
  

Payment Methods Configuration

• Organization-managed payment settings are typically controlled by the organization but may be user-configurable with proper permissions
• Credit card management includes adding credit cards via the Add Credit Card link and removing existing cards using the Trash icon
• Blanket PO functionality assigned at the facility level, with the Add Blanket PO feature requiring facility selection and PO number entry
• Payment method removal is accomplished through selection and the Trash icon for both credit cards and Blanket POs