Settings in Qymatix: your central point of contact for user information and system access.
The settings view is accessible to all users, whether they work in the office, out in the field, or in sales management. It is your personal control centre within the Qymatix software. Here, you can customise your contact details, update your name or profile picture, and change your password if necessary. You can also securely log out of the application via this area or via the menu at the bottom right.
Important technical information, such as your personal access token, can also be found here. This is required if you want to connect Qymatix to other systems, such as your CRM or ERP system. Your IT team will usually take care of this. However, it is important to know where this data can be found.
A key account manager (KAM) who does not use the software can also be displayed in Qymatix. If one of your customer service colleagues is registered as a KAM but does not yet have access, your administrator can simply assign this employee to a sales group. This ensures that data maintenance remains standardised and that the team works with the same information.
This documentation is based on Qymatix SaaS version 0.9.0. If you are using a more recent version, there may be minor differences. If you have any questions about user administration, access rights or technical issues, please contact us.