Setting Preferences

Icon

Description

🔔 Notifications

Displays recent system notifications such as approvals, alerts, workflow updates, or system messages. The orange badge with a number indicates the count of unread notifications.

🟥 “New” Indicator

Highlights newly released features, updates, or announcements within the system. Clicking on it will show details of the new changes.

❓ Help / Support

Opens the help section, documentation, or user guide for the current module. May also link to training materials or knowledge base.

🕒 Recent Activity / History

Displays recently accessed records, pages, or activities for quick navigation.

⋮ Vertical Ellipsis (User Menu)

Opens the User Menu, which includes options such as Set As Start Page, Add to Favourites, Page Defaults, Global Search Settings, and more.

User Menu (Top‑Right Corner) Options

When you click on the vertical ellipsis (⋮) in the top‑right corner of the XoroERP interface, a dropdown menu appears with the following options:

Option

Description

Set As Start Page

Sets the current page as the default start page when the user logs into XoroERP.

Add to Favourites

Adds the current page to the user’s list of favourites for quick access.

Page Defaults

Opens a pop‑up for setting default configurations for the module currently in use. These defaults will apply automatically when the module is opened.

Global Search Settings

Configures how the global search bar behaves, including filters and search scope.

Disable Confirm Popups

Enables or disables confirmation pop‑up messages for actions performed in the system.

Fixed Sidebar

Locks the sidebar in a fixed position, preventing it from collapsing automatically.

Log Out

Logs the user out of the XoroERP system.

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