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  4. Security, browser and other settings

Security, browser and other settings

Some settings control what Proto is allowed to do. You change these yourself in Settings (⌘ , or /settings). Proto can’t change them.

Proto guide 2 min read Article 4 of 4 in Memory & settings

Memory & settings

  1. How Proto’s memory works
  2. Managing memory
  3. Personal settings
  4. Security, browser and other settings

Settings has these tabs:

  • General: where files and web links open, your code and text editor, keeping Proto in the menu bar (macOS) or system tray (Windows), and Keep computer awake while Proto works.
  • Profile: your name and photo.
  • Appearance: theme mode, light and dark themes, accent color, translucent sidebar, transcript view, pet companion, fonts and text sizes.
  • Shortcuts: every keyboard shortcut, with the option to change any binding.
  • Models: your plan or account mode, model API keys (for example OpenRouter or your ChatGPT/Codex account), and more providers, including local model servers.
  • Routines: your scheduled and recurring routines.
  • Memory: memory cleanup, learning from chats, chat notes, saved project memory, and project instructions (files such as PROTO.md, AGENTS.md, or CLAUDE.md).
  • Skills: installed skills.
  • Design guide: the default design guide for cloud sessions and this project’s DESIGN.md.
  • Voice typing: the voice service and its provider setup.
  • Permissions: how actions are approved: Uninterrupted mode and Always ask before sending, paying or saving records.
  • Security: Allow sensitive ERP•AI actions (roles, user access and invitations), Allow ERP•AI deletion, Unsafe instruction checks, and Block flagged memory writes.
  • Privacy: whether to send the chat along with error reports.
  • Plugins: plugin (MCP) connections and the plugins and skills new chats start with.
  • Messaging: connections to Telegram, Discord, and Slack, plus who can use them.
  • Computer Use: desktop control and its setup checklist.
  • Browser: the browser profile Proto uses, the Vault for secrets, and saved Passwords.
  • Activity recap: an optional daily recap of your activity, and the time it arrives.
  • Usage: your time in Proto and your managed plan balance.
  • About: version, open-source notices, provider, workspace, and updates.
  • Performance and Advanced: performance options, and ERP•AI backend (which ERP•AI server Proto connects to).

If you ask Proto to change one of these, it points you to the right screen instead.

Settings → Security
Settings → Security
PreviousPersonal settings Next What Proto will never do

Related articles

How permissions work Every action Proto takes goes through the same permission checks as an action you take yourself.Roles, permissions and invitations Proto can audit who has access to what, create roles, restrict tables and invite people, once you allow it in Settings.Saved logins, profile import and the vault Proto signs in to websites with logins saved in the Vault. It fills passwords and codes without ever showing them.

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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