Dashboard Settings

Task Thresholds
Set when tasks appear as Due Soon and Upcoming in your dashboard.
Sampling Frequency  Shown as Upcoming  Shown as Due Soon
Every 2 weeks or more
The Due Soon window must be shorter than the Sampling Frequency.
Due Soon must be shorter than the Upcoming window.
Every 1 Month
The Due Soon window must be shorter than the Sampling Frequency.
Due Soon must be shorter than the Upcoming window.
Every 2 Quarter
The Due Soon window must be shorter than the Sampling Frequency.
Due Soon must be shorter than the Upcoming window.
Every 6 Months
The Due Soon window must be shorter than the Sampling Frequency.
Due Soon must be shorter than the Upcoming window.
Every 1 year or less
The Due Soon window must be shorter than the Sampling Frequency.
Due Soon must be shorter than the Upcoming window.
Non Sampling Tasks
The Due Soon window must be shorter than the Sampling Frequency.
Due Soon must be shorter than the Upcoming window.
Define Sampling Task Completion Status
Select the status at which tasks are considered complete. All following statuses will not be shown as overdue, due soon, or upcoming.
To-Do
Scheduled
Collected
Sent to Lab
Analyzed
Reported
Received
Account Notification Settings
Admin controls — turn email types on or off for everyone on this account.
Admin setting — turn email types on or off for everyone on this account. Users can still unsubscribe from enabled emails in their own My Notification Preferences.
Upcoming Sample Collection Deadline
Sent when a sampling task is approaching its deadline and no result has been submitted.
 Applies to all users on this account
 Reminders updated.
Sampling Frequency  1st Reminder — Upcoming  2nd Reminder — Due Soon
Every 2 weeks or more
Max: 13 days
Every 1 Month
Max: 30 days
Every 2 Quarter
Max: 12 weeks
Every 6 Months
Max: 25 weeks
Every 1 Year or less
Max: 11 months
1st Reminder must be set further out than 2nd Reminder. Changes apply to upcoming reminders only.
Other Task Due Soon
Sent when a non-sampling task assigned to you is approaching its due date.
 Applies globally to all Other Tasks
1st Reminder (Upcoming)
2nd Reminder (Due Soon)
Log Your Sample Collection
End-of-day reminder on your scheduled collection date if no result has been logged yet.
Scheduled Collection Not Recorded
Sent 2 days after a scheduled collection date if no result has been recorded.
Daily Task Assignment Summary
End-of-day digest of all task assignment changes that happened that day.
Data Conflict Detected
Daily digest of new data conflicts detected across all tasks.
Exceedance DetectedComing soon
My Notification Preferences
Your personal subscriptions — only affects you.
You can subscribe or unsubscribe from the emails your admin has enabled. Emails marked disabled by admin cannot be turned on here.
Unsubscribe from all emails
If enabled, you'll no longer receive any email notifications from Sample Manager across all accounts.
Personal Information
Your name and contact details.
Organization
Your organization and region assignment.
Security
Manage your password and two-factor authentication.
Two-Factor Authentication
Add an extra layer of security to your account.
✓ Enabled
Team Members
Manage who has access to your Sample Manager account.
MJ
Mary Jane
mary.jane@120water.com
Field Operations Specialist
JS
John Smith
john.smith@120water.com
Water Quality Coordinator
SL
Sarah Lee
sarah.lee@120water.com
Compliance Officer
RP
Raj Patel
raj.patel@120water.com
Lab Technician
DW
Diane Wu
diane.wu@120water.com
Senior Field Sampler
pending@120water.com
Pending
Roles & Permissions
What each role can access within Sample Manager.
Permission
Viewer
Member
Admin
View tasks & schedules
Create & edit tasks
Manage facilities
Export data
Invite users
Manage roles
Billing & account
Export History
All data exports generated from your account in the last 90 days.
Export Name Format Generated By Date
March 2026 — All TasksCSVJohn SmithApr 8, 2026↓ Download
Q1 Compliance ReportPDFSarah LeeApr 2, 2026↓ Download
Lead & Copper Round 4CSVMary JaneMar 28, 2026↓ Download
Facilities Sampling PointsXLSXJohn SmithMar 22, 2026↓ Download
February Task SummaryCSVRaj PatelMar 5, 2026↓ Download
Annual Radionuclide ScreeningPDFMary JaneFeb 18, 2026↓ Download
Export Preferences
Default settings applied when creating new exports.
Include archived tasks in exports
Archived tasks will be included in CSV and XLSX exports.
Email export link when ready
Large exports are generated in background. Send a download link to your email.
Activity Log
All configuration changes made to this account in the last 90 days.
User invited
diane.wu@120water.com invited as Member
Apr 9, 2026 · 2:14 PM
Dashboard threshold updated
Monthly upcoming alert changed from 5 to 7 days
Apr 8, 2026 · 10:32 AM
Two-factor authentication enabled
Enabled by John Smith
Apr 7, 2026 · 9:05 AM
Notification preference changed
Unsubscribed from Daily Task Assignment Summary
Apr 5, 2026 · 4:48 PM
User role changed
Marcus Brown changed from Admin to Member
Apr 3, 2026 · 11:20 AM
Export generated
Q1 Compliance Report exported as PDF by Sarah Lee
Apr 2, 2026 · 3:30 PM
Completion status updated
Task completion set to Sent to Lab
Mar 30, 2026 · 8:45 AM
New user added
Priya Sharma added as Member
Mar 28, 2026 · 1:15 PM