{"id":316,"date":"2021-11-05T14:26:26","date_gmt":"2021-11-05T21:26:26","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=316"},"modified":"2026-10-15T18:09:25","modified_gmt":"2026-10-16T01:09:25","slug":"user-preferences","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/personal\/user-preferences\/","title":{"rendered":"Set up your MR9 the way you want"},"content":{"rendered":"<h6>Lesson #156<\/h6>\n<h5>Personal \u2013 User Preferences function<\/h5>\n<p>In addition to system-wide preferences that are the same for all users of your MR9 system, you can <strong>set your own user preferences that customize your experience in MR9. <\/strong>User Preferences are individual settings that follow the user wherever they log in. Users can update their personal settings at any time, as preferences set here do not affect other users.<\/p>\n<p>When you log into MR9 for the first time, the User Preferences function will automatically appear because there are a couple of defaults that you must set before using the system. You can also customize what your MR9 windows and emails look like and set other defaults and preferences. Some user preferences will override global system preferences for your account.<\/p>\n<h3>My Profile<\/h3>\n<p align=\"left\">This section may already be completed as it includes information such as your name and email address, but you can update it at any time. For example you can set how your name appears in MR9. Enter\/update your first name, last name, and optionally your middle name or initial, then choose from the various combinations \u2014 such as last name first \u2014 for how you want your name displayed inside MR9.<\/p>\n<p>You can also update your default personal email address for receiving emails from within MR9 at any time.<\/p>\n<h3>General<\/h3>\n<p>In addition to your basic personal info, another required MR9 setting in your profile is which business unit (BU) you plan to use most often when setting new orders or generating reports.<\/p>\n<p>The other 2 general options are already set but you can change them.<\/p>\n<p align=\"left\">Large search results are paginated for performance purposes. You can select the maximum number of results to display per page. The default results grid is 50 rows per page. You can choose from 20, 50, 75, or 100 rows to display. Higher row counts take longer loading results and require more scrolling; lower row counts will load faster but require more page flipping for long results lists.<\/p>\n<p>The default MR9 visual theme is dark text on light backgrounds, but you can choose to set your MR9 windows to reverse\/light on dark mode. <strong>Be aware that when you change between these modes your browser will refresh and you will lose any unsaved changes in other open MR9 tabs. So always save your data before switching modes.<\/strong><\/p>\n<h3>Notifications and Messages<\/h3>\n<p align=\"left\"><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/personal\/notifications-and-messages\/\">Notifications and Messages<\/a> is an MR9 function that delivers critical order- and system-related updates directly to a dedicated, internal inbox.<\/p>\n<p>You can select how often you want the system to check for new messages in Notifications and Messages or turn off message checking entirely.<\/p>\n<p align=\"left\">You can also forward all new Inbox items to the email address entered in My Profile, so you\u2019re kept abreast of the newest messages even if you\u2019re not logged in. (Hyperlinks in forwarded messages do not work. Reminder messages from MR9 are not forwarded.)<\/p>\n<h3>Reports<\/h3>\n<p>The other default you must set before using MR9 is which BU you want to associate with your reports. It does not have to be the same as your default BU for orders.<\/p>\n<h3 id=\"credit\">Payment Credit Cards<\/h3>\n<p>Set up and manage credit cards to use in MR9 to pay custodian fees. You can include one or more credit cards in your personal preferences. This information will not be shared with other MR9 users.<\/p>\n<h3>Email Subscriptions<\/h3>\n<p>You can select which MR9 emails you subscribe to: newsletters, update notifications, and\/or new idea notification emails generated in <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/help\/suggest-ideas\/\">Suggest Ideas<\/a>.<\/p>\n<h3>Email<\/h3>\n<p>MR9\u2019s default for sending emails is to use the email address(es) that were set up in <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/setup\/set-preferences-that-cover-more-than-one-module\/\">System Preferences<\/a>. If you are not going to use the email address(es) the rest of the office is using, you can set up your own email address(es) and preferences.<\/p>\n<p>When you do, the Email section lists any email addresses already entered with the main email address selected as the default sender address for MR9 email. You can:<\/p>\n<ul>\n<li>Add email addresses.<\/li>\n<li>Change the default sender address.<\/li>\n<li>View, edit, delete, or test any listed email address.<\/li>\n<\/ul>\n<p>You can export this list of email addresses as an <em>Excel<\/em> or CSV file to save, print, share, or use in other applications.<\/p>\n<p>When entering a new email address, you can designate that it use either the legacy authentication method or Microsoft 365 Office email protocol. If using the legacy authentication method, you must include the email server address \u2014 and you can add security measures like SSL encryption of your email and SMTP authentication.<\/p>\n<p>If you have a Microsoft 365 email account, we recommend you use this simpler, more modernized method of authentication. Instead of manually entering SMTP settings, you connect directly to your email account, verify the account, and grant MR9 permission to send emails on that account\u2019s behalf..<\/p>\n<p>The rest of the email setup is the address, user name, and any Bcc email addresses to include in emails by default (if you like to keep copies your sent emails, enter your email address here). You can create a signature using formatted text, images, hyperlinks, and even tables that appends automatically to the end of your emails. Edit your signature in the default WYSIWYG word processor environment or as HTML markup.<\/p>\n<p>Finally you can make this email address your primary email address for messages sent in MR9. Depending on the function you may have the option to override which email address you use when sending an individual email.<\/p>\n<p>After setting up an email address you can test it within this same function to see if you have the correct settings for sending emails within MR9 from this address. You can also view the sent email to see if you want to make any changes to the signature.<\/p>\n<p>Whether you use the system-wide or your own personal email address(es) if you like to review your emails before sending them, turn on the \u201cshow mail composer\u201d option. Then before you send an email from MR9 the default will be to show you a preview of your email. In the preview you can check the email and its attachments \u2014 and update them if needed before sending the email. Whether you turn on this option or not, you can override the setting when sending individual emails.<\/p>\n<h3 id=\"startup\">Startup Functions<\/h3>\n<p>You can have MR9 automatically open specific functions when you log in. Select up to 5 functions to load by default when logging into MR9. You can add and remove startup functions at any time as your needs change.<\/p>\n<p><strong>TL;DR: Set 2 required user preferences before using MR9 \u2014 plus customize other options to work better for you.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p><strong>Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately, such as\u00a0branch offices, other companies you own, affiliates, and profit-sharing\u00a0operations.<\/p>\n<p><strong>Users:<\/strong> You and your staff who directly access MR9.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Before using MR9 you must set 2 personal defaults \u2014 but there are a lot of other options you can set to customize your MR9 experience <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/personal\/user-preferences\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,38],"tags":[3,221,153],"class_list":["post-316","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-personal","tag-mr9","tag-personal","tag-user-preferences"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/316","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=316"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/316\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}