My Preferences & Personalization
Overview
Optima Orbit is designed to adapt to your unique workflow. Rather than forcing a single layout or configuration on everyone, the platform heavily utilizes User Preferences.
Preferences are settings that apply only to your account. They do not affect how the application looks or behaves for other users in your organization. Because Optima Orbit is a cloud-based platform, your preferences are securely stored in the cloud and instantly synchronized across all your devices.
This guide covers all the different ways Optima Orbit remembers your choices, from global UI settings to specific table layouts.
1. Global UI Preferences
Global preferences affect your entire experience across all modules in the application.
Navigation Layout
You can choose exactly how the main Optima Orbit navigation menu appears on your screen. This setting is located directly in the User Menu dropdown for quick access.
- What it does: Changes the layout and behavior of your main menu.
- Location: Click your profile avatar (top-right) -> look for the Navigation section at the bottom of the dropdown.
- Options:
- Sidebar: A traditional, full-height menu on the left side of the screen.
- Floating: A modern, detached floating menu that maximizes vertical space.
- Dock: A bottom-anchored, macOS-style icon dock.
- How to change it: Click your preferred style from the dropdown. The interface will instantly restructure itself.
[!TIP] For a more detailed breakdown of these layouts, read the Navigation Layout Guide.
Audio Notifications
Optima Orbit uses an advanced AI voice engine to read system notifications aloud (such as success messages, new lead alerts, or errors). This is incredibly useful for users who rely on audio feedback while working in other tabs or applications.
- What it does: Toggles audio playback for system toast messages.
- Location: Inside the My Preferences page (
/profile/preferences). - Default: Enabled.
- How to change it: Toggle the switch next to Enable Audio of Notification. You will hear a confirmation voice immediately if turned on.
2. Table & Column Preferences
Optima Orbit contains many large datasets, such as the Marketing Leads list, Service Requests, and Expense reports. To prevent you from having to reconfigure your workspace every day, the system remembers exactly how you like to view your data.
When you customize a data table by clicking the Customize Columns (Grid) icon, the system saves your layout as a specific module preference.
- What is saved: Which columns are visible and in what order.
- Scope: Saved per module (e.g., your Leads table layout is saved separately from your Expenses table layout).
- How it works: When you click "Save" on the column selector, the application sends a snapshot of your layout to the server. The next time you open that page, your exact column configuration is automatically restored.
3. AI Studio Preferences
The AI Studio is built to accelerate your repetitive tasks. To minimize the amount of typing you have to do, the AI Engine automatically tracks your workflow execution preferences.
- What is saved: Form inputs, selected templates, and toggles you use when running an AI Workflow.
- Scope: Saved per individual workflow.
- How it works: Whenever you execute an AI Studio Workflow, the system takes a snapshot of your inputs. The next time you open that specific workflow, the form is automatically pre-filled with your last used settings. You can simply review them and click "Run" without re-entering data.
4. Communication Preferences
While Global UI Preferences dictate how the app looks and sounds, your Communication Preferences dictate how the system contacts you.
- What it covers: Email summaries, SMS alerts, and Push notifications.
- Location: These are managed in the My Profile page (
/profile), not the My Preferences page. - Reference: Please see the My Profile documentation for detailed instructions on configuring these alerts.
Technical Reference: How Preferences Work
Every time you change a preference, it is instantly saved to your account and synced with the Optima Orbit cloud backend.
There are no "Save Changes" buttons on the preferences page because the system employs an optimistic auto-save architecture.
Important Behaviour and Limitations
- Cross-Device Sync: If you log in to Optima Orbit on a different computer, your Audio, Navigation, and Column preferences will automatically download and apply themselves.
- Local Storage Cache: The system caches your preferences in your browser using
localStorage. If you clear your browser data, the system will briefly use default settings before fetching your true preferences from the server upon your next login. - Fallback Defaults: If the server fails to fetch your column preferences (e.g., due to a brief network drop), the system gracefully falls back to the module's default column layout rather than breaking the table.
Troubleshooting
The application isn't remembering my preferences
Ensure you are not blocking cookies or local storage. Some strict ad-blockers can interfere with the storage mechanism Optima Orbit uses to persist UI state.
I changed a setting but nothing happened
Refresh your browser (Ctrl+R or Cmd+R). If your network connection briefly dropped during the auto-save, the setting may not have synced properly.
Can I reset my preferences to default?
There is no global "Reset All" button. However, you can simply change the options back manually. The defaults are generally: Audio: Enabled, Navigation: Sidebar, and default table columns vary by module.