My account
Update your name, email and phone, choose which notifications you get by email, text or chat, change your password and set up an authenticator app.
What it's for
My account is your own corner of Settings. Everyone can use it, admins and members alike.
Where to find it
⚙ Settings → Users & Access → My account. Tabs: Profile, Notifications, Password.
The screen at a glance
Profile tab
Shows your username and company. You can change:
- First name and Last name
- Mobile phone — next to it you see "✓ verified" or "not verified".
Notifications tab
A table of everything OrderPilot can send you, with a tick box per way of sending: 📧 Email, 📱 Text and 💬 OP chat. OP chat messages arrive in your OP Alerts conversation in Team → Chat.
| Notification | What it is |
|---|---|
| 📊 Daily report | Yesterday's orders, sales and profit — every night. You can pick your own send time (Eastern), or leave "Company default". |
| 📊 Weekly report | The whole week in one report. You can pick your own day and time. |
| 🚨 Something broke | A feed or import stopped running — EDI silent, no new orders, a job stuck. |
| 🏬 Shelf ran short | A warehouse pick found the shelf empty or short. |
| 💲 Repricer problems | A listing stuck inactive on a price error, or the price feed stalled. |
| 🧾 Team & timesheets | Timesheets submitted or approved, and other Team updates. |
Send my emails to (optional) — a different address for these emails. Blank uses your profile email.
Text boxes are greyed out until you have a verified phone and your admin has given you the 📱 text permission. A line under the table tells you what is missing, or which number texts will come from.
Password tab
- Change my password — current password, new password (at least 12 characters), and confirm.
- 📲 Authenticator app (TOTP) — use codes from Google Authenticator, Authy or 1Password as your second sign-in step. Works offline. Texted codes keep working as a backup.
Buttons and actions
| Button | What it does |
|---|---|
| Save profile | Saves name, email and phone. If the phone is new, you are asked to verify it. |
| 📱 Verify my phone | Shows a short code and the number to text it to. Text the code from your phone; the box updates by itself within about 30 seconds and shows "Phone verified!". |
| Save notifications | Saves the whole table, your report times and the optional email address. |
| Change password | Changes your password after checking the two new entries match and are at least 12 characters. |
| Set up authenticator | Shows a QR code (and a key to type in if you can't scan). |
| Confirm | Turns on the authenticator after you enter the 6-digit code from the app. |
| Turn off | Turns the authenticator off. You must enter a current code from the app. |
How to get the daily report by text
- On Profile, enter your mobile number and click Save profile.
- Click 📱 Verify my phone and text the code shown to the number shown.
- Ask an admin to tick 📱 Text notifications on your user, if the Text column is still greyed out.
- On Notifications, tick 📱 Text on the 📊 Daily report row.
- Optional: pick your own send time.
- Click Save notifications.
How to set up an authenticator app
- Open Password and click Set up authenticator.
- Scan the QR code with your authenticator app. If you can't scan, open "Can't scan? Enter the key manually" and type the key.
- Enter the 6-digit code the app shows and click Confirm.
- You will see "✓ Authenticator active".
Tips and troubleshooting
- Verification didn't go through. Text from the same phone number you saved in your profile, and send the code exactly as shown.
- Text boxes are greyed out. You need a verified phone and the 📱 permission from your admin.
- Not getting reports? Check that the right boxes are ticked and saved, and that your admin has set up the report emails under Company settings.
- Lost your authenticator phone? Texted sign-in codes still work as backup. Ask an admin for help if you can't sign in.