Under your account settings, you choose how you want to be notified of assigned orders, can change password and name, see your activity log etc.
Click on your username in the upper right corner, if you use a computer, or at the bottom of the menu, if you use a mobile device (see picture).
You can change your name and password, connect to a google account, upload a photo of yourself and view your Activity Log. The log saves all your activities in the system.
Which setting options you see depends on what permissions you have. If you have questions about it, talk to your administrator.
Change name
To change your name scroll to the bottom of the page.
- Click Edit name.
- The page will open the name field.
- Edit your name.
- Click anywhere on the page to save the change.
You can only change your display name. Your username cannot be changed. If you need it because the company changes its e-mail address, for example, contact us and we will help you.
Change password
- Click Change Password at the bottom of the page.
- Enter current password.
- Enter the new password
- Confirm
- Click Change Password.
The activity log
At the bottom of the page you will find the activity log. In the log, all your activities are saved in the system, one year is listed by default. With admin rights for the Activity log, Show all, you can see everyone’s log files this way.
Message log
The message log lists all the e-mails you have sent. You can find the log at the bottom of the page.
If you have admin permissions (Activity log, Show all) you can also choose which user you want to see the log for, just like in the activity log and time report.
Save your signature
Tired of writing your signature? Save the signature in your account settings and it will be added automatically when you click sign.
Do this:
- Click on your username.
- Click Create a signature. The usual signature box opens.
- Write your signature
- Save.
If you are not satisfied, just redo it.
Forgot password
If you have forgotten your password click on the link “Have you forgotten your password?” in the login box. Fill in your user name. The recovery link message will be sent to the email address associated with your user account. User name is always a email address.
Change group
Are you an administrator for several groups / companies? Click Change Group located at the bottom of the page. You will then come to the start page – Select portal – and can choose which group you want to change basic settings etc. for.
Settings that can be made
Select Landing (Home) page
Choose which page is your “home” page when you sign in to serviceprotokoll.se. If you are part of several groups, you can select the start page for each individual group. The default homepage is To do. If your company have chosen not to use the To Do-function the landing page is by default Work Order.
Landing page for admin accounts can not be changed from the Group Settings page.
Activate offline mode
This setting is used to save records on your local device. If the check box is checked, the supported registers will be downloaded and stored locally on your device. This means that you can access, for example, the To-do list and your settings in list views even if you do not have Internet access.
Note: you must open an order before you lose Internet access in order for it to be downloaded to your device!
Are you unsure which orders you have opened and thus saved on your mobile or computer? A download symbol in the right corner of the detail list view tells you which ones.
By entering an order and clicking Execute before you go offline, you can execute the order, fill in all information, see information about the customer etc. What you have filled in is temporarily saved on your device, even if you leave that order view. When you then access the internet again, enter the order and click Save. You will receive a notification that you have an unsaved order.
Do not work for too long without a network, as there is a limit to how much can be stored locally.
Notifications
The notifications always appear at the top right of the screen when you are signed in to the system.
Send email when notified
Sends an email to your email address when a new notification is created. For example, if you are assigned an order or a assigned customer user creates a fault report.
Choose which activities you want notifications about under the header Notifications.
Send SMS upon notification
Enables SMS notifications. Enter your number in the field Phone with + and country code (+46xxxxxxxxx)
Choose which activities you want notifications as about under the header Notifications.
Send push notification upon notification.
Enables push notifications for your device. This allows the system to send notifications even when you are not signed in to the system.
NOTE: This only works on some browsers and phones. If the box is “grayed out”, you have either denied permission for notifications or your browser / phone is not yet supported.
Service reminder
Activates a reminder in the form of a notification. It will be shown one week before a scheduled and unbooked service occurs. Service reminder can be obtained on assigned service orders or on all service orders.
Here you can also set which focus you want when entering articles – description or article number.
Get a copy of emails sent
Emails that you send out from the system always get your email address as Reply-to. If you want a copy of the email, click the box.
Enable Multi-Step Verification
To increase security, you can choose to enable multi-step verification. You will then receive a code by text message to your mobile every time you log in.
Proceed as follows to activate the service:
- Check Send SMS on notification.
- Enter your mobile number (the field marked in red in the picture). The system automatically adds the country code.
- Check Multi factor authentication enabled.
Notifications
Set for which activities and changes you want notifications.
“Finished” is an order when you have set it to Ready for invoicing.
Choice of notifications can also be edited by a user with admin permissions by selecting Edit user settings on a user name in the Group settings.
Language
The system detects which language you have selected for your computer or mobile device. If you want to change, do so here, on the page with your account settings. If you change the language, it changes for all pages and for all functions.
NOTE:
- texts that you have written yourself on an order or in your module settings will not change language.
- if you have saved a work order etc. and then change language, notifications linked to that order will not be translated.
- Chosen categories in list views are not translated. To change you need to first unselect categories and then chose categories again.
Time zone
Set your time zone.
Connect with a google account or outlook
- Click the “Connect with Google” link at the bottom of the page.
- Follow the instructions from Google. Google will write a warning that the app is not verified yet. Click on advanced and approve the connection.
Alternatives in iPhone: Copy the link, click on Calendars – Add calendar – Add subscribed calendar. A field opens here where you paste the link.
Which account you have connected with and how long it is valid for is displayed under your name at the top of account settings.
To enable syncing again, just click the “Connect with Google Account” link again.
Outlook
Do this:
- Copy the link.
- Look for “Add Subscribed Calendar” or “Subscribe to Calendar” in your calendar service – depending on which service you use.
- Paste the link into your calendar service.
When the month comes to an end, you will receive a notification when you log in that the syncing has stopped.
Information for administrators
Permissions for users related to activity log.
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