Profile Setup

Your user profile contains your personal information, authentication settings, and preferences for using OmniOrders. Keep your profile up to date to ensure smooth communication and access to the platform.

Quick Access

Access your profile anytime by clicking your avatar in the top-right corner and selecting User Profile from the dropdown menu.

Why Manage Your Profile?

Your OmniOrders profile controls how you log in, what you see when you first open the platform, and how your team or support staff can reach you. Keeping your profile current — with an accurate email, secure password, and correct contact details — is the first step to a personalized experience.

Personalization

Customize your login experience with your preferred landing page and profile picture.

Security

Keep your authentication credentials secure by updating your email and password as needed.

Contact Information

Ensure your team and support staff can reach you with accurate contact details.

Quick Navigation

Set your preferred landing page to jump straight to the view you use most.

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Accessing Your Profile

1. Open the User Menu

   Click on your avatar or name in the top-right corner of the application.

2. Select User Profile

   Choose User Profile from the dropdown menu to open your profile page.

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Profile Sections

Your profile is organized into four main sections:

Profile Picture

Upload a profile picture to personalize your account and make it easier for team members to recognize you.

Upload Requirements:

• File size: Maximum 1 MB
• File types: Images only (JPG, PNG, GIF, WebP)
• Upload method: Drag and drop or click to browse

1. Upload Your Image

   Drag and drop an image file into the upload area, or click to browse and select a file from your computer. Click Upload to save the selected image.

2. Remove Your Image (optional)

   If you want to change or remove your profile picture, click the red trash icon below the image.

Settings

Configure your login preferences to customize how you use OmniOrders.

Login Redirect: Choose which page you want to see immediately after logging in. This saves time by taking you directly to the view you use most often.

Available options:

• Dashboard
• Orders
• Returns
• Products
• Inventory
• Purchase Orders
• Inventory Location
• Rules
• Connections
• Notifications

The dropdown is searchable, so you can type to find your preferred page quickly.

Authentication

Manage your login credentials and security settings.

Email

Your email address is used for:

• Logging into OmniOrders
• Receiving system notifications
• Password reset requests
• Communication from your team

Update your email if it changes or if you want to use a different address for your account.

Password

1. Click Update Password

   Click the Update Password button to open the password update dialog.

2. Enter Your Passwords

   In the popup dialog, you’ll see:

   • Your current password displayed (for verification)
   • A field to enter your new password

   Type your new password in the field. Click the eye icon to show or hide the password as you type.

3. Save Your Changes

   Once you’re sure about your new password, click Save to update your password.

Password Security

Choose a strong password with a mix of uppercase letters, lowercase letters, numbers, and special characters. Avoid using common words or personal information.

Personal Information

Keep your contact details current so your team and support staff can reach you when needed.

Available Fields:

• Name: Your full name (required)
• Job: Your job title or role
• First Phone: Primary phone number
• Country: Select from the dropdown list
• City: Your city
• Address: Street address
• Postal Code: ZIP or postal code

All fields update automatically when you finish typing or change focus. You’ll see a brief confirmation when your changes are saved.

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💡 Best Practices

Keep Contact Info Current

Update your phone number and address whenever they change so your team can reach you.

Use a Professional Email

Use a work email address if possible, especially if multiple team members use OmniOrders.

Set Your Preferred Landing Page

Choose the view you use most often as your login redirect to save time every day.

Add a Profile Picture

Upload a clear photo to help team members recognize you in shared views and notifications.

Update Your Password Regularly

Change your password periodically and never share it with others.

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Troubleshooting

My changes aren’t saving

Solution: Most fields save automatically when you move to another field. If changes aren’t saving:

1. Check that you have a stable internet connection
2. Ensure required fields (like Name) are filled in
3. Refresh the page and try again
4. Contact support if the issue continues

I can’t upload my profile picture

Possible causes:

• File is larger than 1 MB
• File is not an image format
• Browser permissions are blocking the upload

Solution:

1. Check your file size and type
2. Try a different image or compress your current image
3. Clear your browser cache and try again

Password update isn’t working

Solution:

1. Click the Update Password button to open the password update dialog
2. Make sure you enter your new password in the field provided
3. Click Save to confirm the password change
4. Look for the success message that confirms the update

Country dropdown isn’t showing my country

Solution: The dropdown is searchable. Start typing your country name to filter the list. If your country still doesn’t appear, contact support to have it added.

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Next Steps: Navigation Basics | Dashboard Overview