Settings

Your account, security, preferences and the documents your company issues.

Profile Picture

Click to upload a photo — max 200KB (JPG, PNG, WebP)

Account Information

Username

Email Address

Company

Change this under Company Branding.

User ID

Assigned by the system — cannot be changed.

Security

Current Password

Required to change your password, username or email address.

New Password (leave blank to keep current)

Confirm New Password

Two-Factor Authentication (Email) Require a one-time code emailed to me each time I sign in

Adds a second step at sign-in for extra security. Requires a working email connection — make sure you can receive emails from IOX Projects before turning this on.

Preferences

Currency

This currency will be used throughout quotations and reports.

Timezone

Sets the default timezone for your timeline dates and deadlines.

Company Branding

Put your own logo, company details and VAT number on every quotation, invoice and report. Available on plans that include Company Branding.

View plans

Use your own AI keys

Every plan includes IOX AI (instant rules, free) and IOX Gemini, and a monthly allowance of Claude credits. If your team needs more, connect your own Anthropic or Google API key: the Experience Studio picker then offers Your Claude and Your Gemini, running the same models IOX uses, with usage billed by the provider directly to you and nothing taken from your plan's credits.

Keys are tested live when you save, stored encrypted, and never shown again — only their last four characters. Only the organization owner can see or change this page.

Claude Anthropic

Not connected

Get a key at console.anthropic.com → API keys. Usage is charged to your Anthropic account.

Gemini Google

Not connected

Get a key at aistudio.google.com → Get API key. The free tier is limited to a handful of requests a day; enable billing on the Google project for real use.

Document Templates QUOTATION · INVOICE · SALES ORDER · TECHNICAL

How your PDFs look to a client. Changes preview live on the right and apply to every document you export.

Document

Give this document its own settings

Off means it follows the shared style below — which is what most companies want.

Masthead

Show logo Accent section titles Striped table rows

Logo height 42px

Colours

Accent Body text Labels Rules Row stripe

Type & page

Typeface

Page size

Side margins 12 mm

Left and right, kept equal.

Top & bottom 12 mm

Header and footer clearance.

Content size 100%

Scales the whole document on the sheet — larger prints fewer lines per page.

Footer & terms

Footer line

Printed small at the bottom of every page. Leave blank for none.

Default terms — shared

Used when a document has no terms of its own.

Live preview Quotation · A4