Profile Settings

Manage your personal information, company details, and account preferences to optimize your MHS Partner Portal experience.

Accessing Profile Settings

  1. Click your name in the top-right corner of any page

  2. Select “Account Settings” from the dropdown menu

  3. Or navigate directly from the user menu

Profile Information Management

Personal Information:

Basic Details: - Full name for account identification - Job title and role within your organization - Direct phone number for urgent communications - Primary email address (cannot be changed easily)

Updating Personal Information: 1. Navigate to Account Settings 2. Click “Profile Information” 3. Edit the required fields 4. Save changes to update immediately

Important Notes: - Email changes require verification - Name changes may affect order history - Phone numbers are used for delivery coordination - Job titles help MHS staff provide appropriate service

Company Information

Company Details:

Business Information: - Company name as it appears on invoices - Business address for correspondence - Main business phone number - Industry and business type

Billing Information: - Billing address (if different from business address) - Tax identification numbers - Credit terms and account type - Purchase order requirements

Updating Company Information: 1. Go to Account Settings 2. Select “Company Information” 3. Update relevant fields 4. Submit for review (some changes require approval)

Note

Company information changes may require verification by MHS staff and could affect your account terms.

Delivery Addresses

Managing Delivery Addresses:

Default Address: - Primary delivery location for most orders - Complete address with postal code - Contact person and phone number - Special delivery instructions

Additional Addresses: - Multiple locations for different projects - Warehouse or job site addresses - Temporary locations for specific orders

Adding New Addresses: 1. Go to Account Settings 2. Click “Delivery Addresses” 3. Select “Add New Address” 4. Complete all required fields:

  • Address name/description

  • Street address (including unit/suite)

  • City, state, postal code

  • Contact person name

  • Contact phone number

  • Special instructions (gates, access codes, etc.)

  1. Save the address

  2. Set as default if desired

Managing Existing Addresses: - Edit addresses to update information - Delete unused addresses - Set new defaults as needed - Add special instructions for access or delivery

Communication Preferences

Email Notification Settings:

Order Notifications: - ✅ Order confirmations (always enabled) - ✅ Shipping notifications with tracking - ✅ Delivery confirmations - ⚪ Order status updates (optional)

Account Notifications: - ⚪ Account updates and changes - ⚪ New feature announcements - ⚪ Promotional offers and specials - ⚪ System maintenance notifications

Marketing Communications: - ⚪ Product announcements - ⚪ Industry news and updates - ⚪ Training opportunities - ⚪ Events and webinars

Configuring Preferences: 1. Navigate to Account Settings 2. Click “Notification Preferences” 3. Toggle notifications on/off as desired 4. Save preferences

Tip

Order-related notifications are highly recommended for tracking deliveries and staying updated on your purchases.

Password and Security

Password Management:

Changing Your Password: 1. Go to Account Settings 2. Click “Security” 3. Enter current password 4. Enter new password (must meet requirements) 5. Confirm new password 6. Save changes

Password Requirements: - Minimum 8 characters - At least one uppercase letter - At least one lowercase letter - At least one number - At least one special character

Security Best Practices: - Use unique passwords for different accounts - Change passwords regularly (every 90 days recommended) - Don’t share credentials with others - Log out when using shared computers

Session Management: - Active sessions display shows current logins - Remote logout capability for security - Session timeout settings - Activity monitoring for suspicious access

Account Type and Permissions

Understanding Your Account:

Account Types: - Standard Customer: Basic ordering and account access - Premium Customer: Enhanced features and pricing - Credit Account: Extended payment terms and limits

Permission Levels: - View pricing: See account-specific pricing - Place orders: Submit orders for processing - View full stock: See complete inventory details - View BOM components: Access bill of materials details

Account Limitations: - Credit limits: Maximum order values - Approval requirements: Orders requiring review - Access restrictions: Limited product categories - Geographic limitations: Delivery area restrictions

Note

Account type and permissions are set by MHS based on your business relationship. Contact customer service to discuss upgrades or changes.

Data Privacy and Export

Privacy Controls:

Data Collection: - Order history: Purchase records and patterns - Search activity: Part searches and preferences - Account usage: Login patterns and feature usage - Communication: Email interactions and preferences

Data Rights: - Access your data: Download account information - Correct inaccuracies: Update incorrect information - Delete data: Request account closure and data removal - Restrict processing: Limit how data is used

Data Export: 1. Go to Account Settings 2. Click “Privacy and Data” 3. Select “Export My Data” 4. Choose data types to export 5. Receive download link via email

Data Retention: - Account information: Stored while account is active - Order history: Retained for 7 years for business records - Search history: Stored for 90 days unless manually cleared - Communication: Retained per legal requirements

Account Deletion and Closure

Account Closure Process:

Before Closing: - Complete pending orders - Export important data - Update team members with alternative contacts - Resolve outstanding account issues

Closure Request: 1. Contact MHS customer service directly 2. Provide account details and closure reason 3. Complete final orders if any 4. Confirm closure request in writing

After Closure: - Login access removed - Order history archived per retention policies - Personal data deleted where possible - Business records retained per legal requirements

Warning

Account closure is permanent and cannot be easily reversed. Consider suspending your account instead if you may need future access.

Mobile Account Management

Mobile Settings: - Touch-friendly interface for all settings - Quick access to common preferences - Mobile notifications configuration - Device-specific settings

Mobile-Specific Features: - Push notification preferences - Offline data synchronization - Mobile app integration (where available) - Device security recommendations

Troubleshooting Account Issues

Common Profile Issues:

Can’t Update Information: - Check required fields are completed - Verify email format is correct - Ensure phone numbers use proper format - Contact support if validation errors persist

Email Not Updating: - Email changes require verification - Check spam folder for verification emails - Use a different email if verification fails - Contact MHS for manual email updates

Address Validation Errors: - Use complete addresses with proper formatting - Include postal codes and proper city names - Check for special characters in address fields - Verify delivery area is supported

Password Reset Problems: - Use “Forgot Password” link on login page - Check spam folder for reset emails - Ensure correct email address is entered - Contact support if emails don’t arrive

Account Settings Best Practices

Regular Maintenance: - Review settings monthly for accuracy - Update delivery addresses as needed - Check notification preferences remain appropriate - Verify contact information is current

Security Practices: - Change passwords regularly - Review active sessions periodically - Log out from shared computers - Monitor account activity for unusual patterns

Optimization Tips: - Complete all profile sections for better service - Set up multiple delivery addresses for convenience - Configure notifications to stay informed - Export data regularly for backup purposes

Next Steps

Optimize your account configuration:

  1. Custom Part Number Mapping - Set up part number mappings for your workflow

  2. Favorites Management - Save frequently ordered parts for quick access

  3. Checkout Process - Use your configured settings during checkout

  4. Common Issues and Solutions - Resolve account-related problems