Update your profile and check notifications

Your profile

Your profile holds the details that follow you into every Oroe module.

To open it, select your name or avatar in the top-right corner of the portal, then Profile Settings. You can also go to https://my.oroe.ai/profile.

Change your name, phone number or country

1. In Account Information, update any of these:
   • Full Name: the name shown across all Oroe modules.
   • Mobile Number: choose your country from the dropdown, then enter your number without the country code.
2. Select Save Changes.

You’ll see Profile updated successfully! when it’s saved. Your new name shows up in the header straight away.

Good to know The country you choose sets currency and formatting defaults across all Oroe modules. Pick the country your business runs in.

Your Username, Email and User ID are shown below the form for reference. You can’t edit them here.

Tip To change your password, use the reset steps in Sign in, reset your password and sign out.

The rest of your profile page

Further down you’ll find:

• Subscription Plan: your current plan, its Plan Limits with how much you’ve used, and its Features. Select View Plans to compare plans.
• Workspaces: every workspace you can use, with the current one marked Current. Select the settings icon on a workspace to open its settings, or Create New Workspace to add one.
• Quick Actions: shortcuts to Manage Workspaces and Back to Dashboard.

Notifications

Notifications keep you up to date with activity across your modules, so you don’t have to check each one.

See your notifications

The bell in the portal header shows a number when you have unread notifications. Select it, or go to https://my.oroe.ai/notifications.

The Notifications page shows your 50 most recent notifications, newest first. Unread ones are highlighted. Each one shows which module it came from, when it happened, and useful details such as the contact, the deal stage or who a message is from.

Right now, the notifications here come from Nest CRM and Relay. For example:

• Nest CRM: a new contact, a new deal, a deal moving stage, a deal won or lost, a follow-up that’s due or overdue, a new reminder, or a team member joining.
• Relay: a new message arriving.

Filter by module

Use the tabs at the top (All, Nest CRM, Relay, Cue, PinWatch and Pulse) to show one module’s notifications at a time. Each tab shows how many notifications it has.

Mark notifications as read

• To mark one notification as read, select its Mark as read button, on the right of the notification.
• To mark everything as read, select Mark all as read.

Reading a notification doesn’t remove it. It stays in the list without the highlight. If a tab has nothing in it at all, you’ll see No notifications.