Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Preferences

Asset Panda Pro app link Visit Preferences in the app

You can specify organization preferences that become the default for all accounts and modules within the organization. Users can overwrite the preferences in each account or in their personal settings.

You can incorporate your brand logo into the Asset Panda Pro platform to create a familiar and professional experience for your team. This visual consistency reinforces your brand identity, helping users quickly connect the platform to your business operations.

The recommended logo size should be no more than 510 x 510 pixels. The maximum file size is 2MB.

  1. In the navigation pane, select Settings icon Settings > Preferences.

  2. Under Logo, click Edit.

  3. Select the logo and click Open. You can preview the logo once the upload is complete.

  4. Click Save.

To remove the selected logo, click .

UrsaAI

You can enable UrsaAI to enable users to select URSA icon UrsaAI to use the built-in AI assistant to answer questions, build workflows, and find assets by describing what you need. See the UrsaAI Overview.

Use 3rd party scanning devices

You can specify whether users can connect to external scanning devices to scan barcodes to be processed in the application.

Time & Region

You can specify the default time zone and time format applied to the entire organization to ensures that everyone sees dates and times consistently.

  • Time Zone: Select the default time zone for the organization.

  • Time Format: Select the default time format to be used across the organization.

  • Users can override the default time settings in their profile to ensure that times reflect their local time zone. See Manage your profile.

  • Exports and reports follow the organization’s default time zone, making it easier to reconcile data across different regions.

Date format/Date separator

You can change how you want dates to be displayed across your organization.

  • Date Format: Specify how date values are arranged (for example, Day First, Month First, or Year First).

  • Date Separator: Specify the character used to separate day, month, and year values (Dash or Slash).

"From" name

You can specify the name that is displayed in the From line when you send emails from the application. By default, the value is "Asset Panda Pro", but you can change it to your organization name for better brand visibility and email management.

The name specified here is applied to all system emails, including the following:

  • User invitations and password resets

  • Automation and workflow notifications

  • Email-based record creation responses

  • System alerts and updates

Welcome email

You can customize the email that is sent to new users who are invited to use your Asset Panda Pro environment. This enables you to welcome your new users with your corporate branding and voice.

Click Customize to define the subject and the body of the email to be sent to new users.

Fiscal month start

You can select the fiscal month start for your organization. This setting determines how depreciation is calculated across years, quarters, and months to ensure that your financial reporting aligns with your accounting periods.

Session Timeout/Idle Timeout

You can configure the application to automatically log out periodically or after periods of inactivity to support your organization's security protocols:

  • Session Timeout: Automatically log users out of the application after the configured duration (4 hours, 8 hours, 12 hours, 24 hours, 7 days, or 30 days), regardless of their activity. You can also select Never to keep user sessions active indefinitely, providing more flexibility for specific internal workflows

  • Idle Timeout: Automatically log users out of the application after a period of inactivity (15 minutes, 30 minutes, 1 hour, 4 hours, or 8 hours). You can select Never to never log users out after an inactive period.

  • A warning message is displayed before any session or idle logout, with a countdown to enable user action.

  • The timeout settings apply to both the web and mobile applications.

Currency

You can define a primary currency symbol and formatting standard (position, separators, and precision) for the account.

  • Symbol: Select the symbol to be displayed for currency values.

  • Symbol position: Select whether the currency symbol is displayed before (Prefix) or after (Suffix) the value.

  • Decimal separator: Specify the character (period or comma) to display between whole number and decimal portions of the value.

  • Thousands separator: Specify the character (period, comma, space, or no separator) to groups sets of three digits in larger values.

  • No. of decimals: Specify the number of digits to display after the decimal separator.

The selections are applied to the preview in the view.

PreviousRoles & permissions
NextAPI configuration

Last updated