User Profile Management: User Details, User Permissions, User access, Notifications & Reporting

The Profile Management module allows you to manage your personal details, control how and when you receive notifications, and configure automated reporting within the Tagmarshal system.

This article covers:

• Updating your user profile details

• Managing notification preferences

• Configuring PACE report emails and viewing SMS/call credits

Accessing Profile Management

1. Log in to your Tagmarshal Dashboard.

2. Navigate to the top-right corner of the screen.

3. Click Settings to open the Profile Management module.

Managing Your User Profile

The User Details tab is the first page you’ll see in Profile Settings.

Editable Profile Fields

You can update the following information:

• First Name

• Last Name

• Username (used for login)

• Email Address

• Phone Number (select the correct country code before entering)

Note:

• Your username is used to log in.

• Your first and last name appear on reports and user activity throughout the Tagmarshal system.

User Roles (Admin Only)

If you have administrator permissions, you can also adjust your user role.

• Roles determine which modules and features a user can access.

• Example:

  • A Food & Beverage role has access to the F&B ordering screen.

  • This role does not automatically include access to Marshal Interactions reporting.

Changing Your Password

• Use the Change Password link at the bottom of the User Details section.

Saving Changes

1. Click inside any field to make changes.

2. Select Save.

3. A confirmation message will appear indicating the update was successful.

Configuring Notifications

Navigate to the Notifications tab to control how you receive alerts from Tagmarshal.

Enabling or Disabling Notifications

• Use the toggle on the left to turn a notification type on or off.

• If toggled off, you will not receive notifications for that event.

Example: Two-Way Message Notifications

This notification triggers when a device sends a message to the dashboard.

You can choose how you want to be notified:

• Dashboard notification (on your PC)

• Sound alert

• SMS (text message)

• Phone call

• Email

You may enable multiple notification methods or disable specific ones depending on your workflow.

How to Set Active Days & Times

On the right-hand side of the Notifications tab, you can define when notifications should be active.

Active Days

• Toggle individual days on or off.

• Notifications will only be sent on active days.

Active Times

• Set your start and end times to match your working hours.

• Notifications outside these hours will not be sent.

Saving Your Preferences

• Click Save to apply changes.

• The updated alert type, active days, and time range will display for confirmation.

Reporting & Credits

At the bottom of the Notifications page, you’ll find reporting and credit information.

PACE Report Emails

You can choose to receive:

• Daily PACE Report

• Weekly PACE Report

These reports are delivered via email and help monitor on-course pace performance.

SMS & Call Credits

• View the remaining text and call credits for the current month.

• If you’re not receiving SMS or call notifications, check that:

  • Credits have not expired

  • You still have available balance

Need more credits?
Contact your Tagmarshal Customer Success Manager to increase your recurring monthly credit allocation.

Video on Profile and user management: 

https://tagmarshaltraining.talentlms.com/plus/courses/shared/start/LGTIDNHR