If you click on your user name in the upper right hand corner, you will see a drop down menu of choices. Click on "Settings" to access a number of fields available with options for you to set your preference.
These preferences will be saved across all of the units you have access to, but they are only for you and will not impact any other user's settings or view, even within the same unit.
There are two sections, see below for information on both "My Details" and "Preferences".
The first thing you see are under "My Details". Here you will see your Name, Email Address and Title. If you choose "Other" for title, you will have a box to enter your title.
Below this we ask you to let us know about your Responsibilities - check all that apply! This data will be used to help us provide you with the best possible experience and more relevant resources.
Lastly, you have the option to Reset your Password, enter your Cell Phone Number and share your Communication preferences. You can also change the app language here. This article has more information about MarginEdge in French.
Under "Preferences" you can set a few things regarding your Sales data. On the MarginEdge home screen and in your nightly sales email is a chart that shows the current week's sales in comparison to other data we may have. You can choose two of your own historical benchmarks to display as Comparisons. If you have two selected, you must unselect one in other to make the third option available to you.
You can also set how you would like to see your data within your Nightly Sales emails. If you have your units divided into separate concepts (i.e. they are not linked or sharing a database) then you can choose to receive an email per concept or have them all included into one single email.
More information here: Sales Figures and Reports
Lastly there are more options for which emails you want to receive. Check any that you desire!