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  1. Home
  2. Help
  3. ERP•AI guide
  4. Personal settings: profile, preferences, notifications, shortcuts

Personal settings: profile, preferences, notifications, shortcuts

These settings only affect you. Open Settings and look under Personal.

ERP•AI guide 1 min read Article 3 of 5 in Organization and personal settings

On this page

  1. Profile
  2. Preferences
  3. Notifications
  4. Keyboard Shortcuts

Organization and personal settings

  1. Organization details, members, and roles
  2. Departments, session timeout, API keys, and service accounts
  3. Personal settings: profile, preferences, notifications, shortcuts
  4. Audit logs
  5. Organization dashboard

Profile

  • Preferred name and Change photo
  • Phone number (with Change number)
  • Two-factor authentication: ask for a code from an authenticator app when you sign in
  • Account security: your sign-in Email, and Change password

Preferences

  • Appearance → Theme: choose how ERP•AI looks on this device (for example Light).

Notifications

Every activity reaches you in the notification centre (bell icon) first. Email is an optional extra channel and is off by default for most activity.

ActivityIn ERP•AIEmail
Security and account access (sign-ins, password changes, critical notices)Always onImmediate
Collaboration (comments, mentions, invitations, shared work)Always onOff by default
Work you start (imports, exports, publications, and other operations you request)Always onOff by default
Automatic activity (snapshots, maintenance, routine background work)Always onOff by default
Billing and account activity (spend alerts, plan updates, account changes that aren’t security-related)Always onOff by default

Use Email delivery to turn emails on, and choose digests to combine activity into fewer emails. Security and access notices always arrive immediately. Click Save changes.

Keyboard Shortcuts

See and customize keyboard shortcuts. Click a shortcut and press a new key combination to change it (Ctrl/Cmd modifiers are ignored). See the full list.

Settings › Notifications
Settings › Notifications
PreviousDepartments, session timeout, API keys, and service accounts Next Audit logs

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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