Account and preferences

Learn how to update your account details and manage the notifications you receive from SKUtrak

Contents

1. How to adjust your notification preferences
2. How to edit your account details
3. How to switch organisations
4. How to leave an organisation
5. How to sign out of SKUtrak

How to adjust your notification preferences

SKUtrak can notify you about a number of different events to keep you up-to-date with changes on your account. The notifications available are:

• Data Source updates: receive an update when a Data Source changes status.
• Daily performance KPI: receive an email with the latest day's KPIs when each retailer's data updates.
• User and organisation changes: receive an update when a team member is awaiting approval, a member has joined or left, or the organisation owner has changed.

To subscribe or unsubscribe from notifications, follow the steps below:

1. Go to Settings > Notifications
2. Click the Email icon (✉️) against the notification you want to change. If the icon is showing blue, the notification is active. If it is grey, it is not currently active.
3. Once clicked, the icon will bounce for a few seconds and then change colour to indicate it has successfully changed.
4. Done! Your settings have been updated.

How to edit your account details

To edit your profile information, including your email and password:

1. Click your profile icon in the very top-right. If you haven't uploaded a profile photo, this will be your initials in a circle.
2. Click "Profile" in the drop-down. 
3. Click "Edit" next to the details you want to change.
4. Make your changes and click "Save"
5. This now will trigger an email to your inbox. Please ensure you click the link provided to verify and activate your new email. 
6. 🎉 Done! Your details have been updated.

How to switch organisations

It's possible to belong to multiple SKUtrak organisations. This is more common in larger suppliers, where different divisions or subsidiaries are set up as separate organisations. If you belong to multiple organisations and would like to switch between them:

1. Click the name of the Organisation you're currently viewing on the right side of the top blue bar.
2. Select the organisation you would like to switch to from the drop-down.
3. 🎉 That's it! Once switched, you'll be taken to SKUtrak's landing page for the selected organisation.

How to leave an organisation

To leave an organisation on SKUtrak:

1. Go to Settings > Organisations

2. Click the exit icon (a right arrow in a square) in the top-right of the organisation you want to leave.

3. Click "Accept" on the pop-up notification that appears.

4. That's it! Your access to the organisation will be revoked. To rejoin, you will have to submit a request by going to Settings > Organisations > Suggested Organisations.

How to sign out of SKUtrak

To sign out of your SKUtrak account:

1. Click your profile icon in the very top-right. If you haven't uploaded a profile photo, this will be your initials in a circle.
2. Click "Log out" in the drop-down.
3. That's it! To access SKUtrak, you'll need to log in again.