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Your Profile

Your profile is where you manage your personal settings -- how you log in, which company loads first, and what notifications you receive.

Accessing Your Profile​

Click your name or avatar in the top-right corner of the screen, then select Profile from the dropdown menu.

Personal Information​

Your profile page displays your name and email address. These are set when your account is created and tied to your login credentials.

Default Company​

If you belong to multiple entities (companies) within your organization, you can choose which one loads by default when you log in. This saves you from switching entities every time you open Mod AI.

To change your default company:

  1. Go to your Profile page.
  2. Find the Default Company dropdown.
  3. Select the entity you want to load on login.
  4. Save your changes.
tip

Set your default company to the entity you work with most often. You can always switch to a different entity using the company switcher in the top bar.

Change Password​

To update your password:

  1. Go to your Profile page.
  2. Click Change Password.
  3. Enter your current password, then enter and confirm your new password.
  4. Save your changes.

Notification Preferences​

Choose how you receive notifications from Mod AI. You can configure each channel independently:

Email Notifications​

Email notifications are sent to the email address on your profile. You can enable or disable emails for:

  • Approval requests -- When an invoice is routed to you for approval.
  • Invoice processing complete -- When an invoice you uploaded finishes AI processing.
  • Error alerts -- When an invoice encounters a processing or sync error.

Browser Notifications​

Browser notifications deliver real-time alerts directly in the platform. When enabled, you will see a notification badge and pop-up alerts for events that require your attention.

AI Summary Preferences​

Mod AI can generate plain-language summaries of invoices to help you review them faster. On your profile page, you can choose whether AI-generated invoice summaries are displayed when you view invoice details.

If you prefer to review raw extracted data without summaries, turn this setting off.

Learn More​

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