MeshDex OneUnified Business Suite
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MeshDex OneUnified Business Suite

Bring customer work, teams, and finance together. Focused modules, practical AI assistance, and one shared workspace.

Start with what matters today.
Connect more as your business grows.
Get started↗

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MeshDex OneUnified Business Suite
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DocumentationAccount and securityPersonal and notification preferences
Official documentation

Personal and notification preferences

Adjust your own display and communication preferences without changing business-wide operational settings.

Reviewed 12 October 2026

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On this page
Preferences belong to the personReview your preferencesSeparate display from operationsCoordinate with workspace administratorsIf a preference appears ineffective
Browse documentation
All documentation
Getting started
Workspace settings
Communication
Integrations
Business payments
Billing and credits
Team and access
Account and security
Account and sign-in security
Personal and notification preferences
AI and governance
Module guides
On this page
Preferences belong to the personReview your preferencesSeparate display from operationsCoordinate with workspace administratorsIf a preference appears ineffective

Preferences belong to the person

Open Profile → Preferences to review personal display settings and notification preferences. These controls apply to your own supported experience rather than every member of the workspace.

A personal preference is distinct from Business identity, module operational defaults and workspace communication-provider configuration.

Review your preferences

  1. Open the personal display preferences section and review the controls available to your account.
  2. Choose the desired supported display values and save them.
  3. Open Notification preferences and review the available notification categories and channels.
  4. Save the preference changes and confirm the resulting selections.
Personal and notification preferencesDemo workspace

Personal display settings and notification channel preferences have separate controls. Review each category before saving.

Personal and notification preferences
Profile Preferences view showing language, personal timezone and category-specific channel selections.

Personal display settings and notification channel preferences have separate controls. Review each category before saving.

Separate display from operations

Personal currency or timezone presentation should not be treated as a change to Ledger base currency or another module’s operational policy. Review those settings in the workflow that owns them.

Selecting a notification channel does not configure its provider or guarantee delivery. The message, channel availability and recipient eligibility still determine the outcome.

Coordinate with workspace administrators

  • Ask a workspace administrator when the underlying email or messaging channel needs configuration.
  • Review an explicit module setting when a workflow uses a different operational default.
  • Do not change business-wide identity merely to adjust your own display preference.

If a preference appears ineffective

Confirm the change saved, then check whether the screen uses a personal display value or a governed workflow setting.

For missing notifications, check your category/channel preferences and ask the workspace administrator to review the message’s audience and delivery status.

Related guides

  • Workspace notifications
  • Business identity
Need help with this workspace?

Ask your workspace administrator for access or contact support with the page name and a sanitized error message.

MeshDex OneUnified Business Suite

Bring customer work, teams, and finance together. Focused modules, practical AI assistance, and one shared workspace.

Start with what matters today.
Connect more as your business grows.
Get started↗

Explore the suite

ReachPipelineScheduleCareFlowPeopleSupplyLedger

Resources

Plans & pricingDocs (opens in a new tab)Setup guide (opens in a new tab)Account security (opens in a new tab)

Company

AboutContactRequest a demo
© 2026 MeshDex (opens in a new tab)
PrivacyTerms