ekx Docs
Open appSign in

User settings

Configure your personal preferences, defaults, and account information in user settings.

Accessing user settings

Open settings from anywhere in the app:

Method 1: User menu

  1. Click your profile picture or initials (top right).
  2. Select Settings.

Method 2: Keyboard shortcut

  • Press Cmd/Ctrl+, (comma).

Method 3: Direct link

  • Navigate to Settings from main menu.

Settings panel opens with tabs for different categories.

Profile information

Manage your account details:

Personal info:

  • Full name (shown to other users)
  • Email address (used for login and notifications)
  • Profile picture (uploaded image or Google avatar)

To update:

  1. Go to Settings > Profile.
  2. Edit name or upload new picture.
  3. Click Save Changes.

Email address:

  • Cannot change after signup
  • Tied to login and notifications
  • Contact support to change email

Profile picture:

  • Upload custom image (JPG, PNG)
  • Max size: 2MB
  • Recommended: 256×256px square
  • Or use avatar from Google/OAuth provider

Default organization

Set which organization loads on sign-in:

  1. Go to Settings > Profile.
  2. Under Default Organization, select from dropdown.
  3. Change saves automatically.

Default organization determines:

  • Which dashboard you see first
  • Organization-level defaults that apply
  • Project list shown initially

Change organization anytime:

  • Click organization name in top bar
  • Switch to any organization you belong to

My defaults

Configure component defaults that apply only to you:

How user defaults work:

  • Override system, organization, and project defaults
  • Apply only when you create components
  • Highest priority in defaults hierarchy
  • Other users see their own defaults

Setting user defaults:

  1. Go to Settings > My Defaults.
  2. Select component type (bus, cable, transformer, etc.).
  3. Edit default values.
  4. Click Save.

What you can set:

  • Voltage levels for buses
  • Cable material and insulation type
  • Transformer impedance percentages
  • Motor efficiency and power factor
  • Protection device ratings

See Understanding defaults for hierarchy details.)

When to use user defaults:

  • Testing alternative design values
  • Personal preference for certain ratings
  • Experimenting without affecting team
  • Learning and training scenarios

When not to use:

  • Team projects (use organization/project defaults)
  • Production projects (use project defaults)
  • Shared calculations (values differ from team)

Notification preferences

Control email and in-app notifications:

Email notifications:

  • New project invitations (default: on)
  • Added to project (default: on)
  • Role changed (default: on)
  • Calculation complete (default: off)
  • System updates (default: on)

In-app notifications:

  • Real-time updates
  • Calculation status
  • Validation warnings
  • Member activity (future)

To update:

  1. Go to Settings > Notifications.
  2. Toggle each notification type.
  3. Changes save automatically.

Frequency options:

  • Immediate (as they happen)
  • Daily digest (once per day)
  • Weekly summary
  • Off

Display preferences

Customize interface appearance:

Theme:

  • Light mode
  • Dark mode
  • System (follows OS preference)

Unit system:

  • Imperial (feet, inches, Fahrenheit)
  • Metric (meters, Celsius)
  • Mixed (common US practice: kV/kW/kVA but feet for cable length)

Decimal precision:

  • Voltage: 2 decimals (13.80 kV)
  • Current: 1 decimal (123.4 A)
  • Power: 1 decimal (45.6 MW)

Canvas defaults:

  • Grid size: 50px (default)
  • Snap to grid: On (default)
  • Auto-connect: On (default)
  • Animation speed: Normal

Changes apply immediately to your view.

Keyboard shortcuts

View and customize keyboard shortcuts:

  1. Go to Settings > Shortcuts.
  2. See list of all shortcuts.
  3. Click shortcut to customize (future feature).

Common shortcuts:

  • Cmd/Ctrl+,: Open settings
  • Delete/Backspace: Delete selected component
  • Cmd/Ctrl+Z: Undo
  • Cmd/Ctrl+Shift+Z: Redo
  • Shift: Disable auto-connect while dragging
  • Cmd/Ctrl+S: Save (auto-save enabled, manual save for export)

See Keyboard shortcuts for complete list.)

Privacy and data

Control data sharing and privacy:

Data collection:

  • Usage analytics (anonymous)
  • Error reporting (helps improve app)
  • Feature usage (identifies popular features)

Data you control:

  • Projects and diagrams
  • Component data
  • Calculation results
  • AI conversation history

Data deletion:

  • Delete account removes all personal data
  • Projects you own are deleted
  • Projects you're member of: membership removed
  • Irreversible after 30-day grace period

To delete account:

  1. Go to Settings > Account.
  2. Scroll to Delete Account.
  3. Type DELETE to confirm.
  4. Account deleted after 30 days.

Account security

Manage authentication and security:

Sign-in method:

  • Google OAuth (primary)
  • Email/password (future)
  • Microsoft OAuth (future)

Connected accounts:

  • View linked OAuth providers
  • Disconnect accounts
  • Add additional sign-in methods

Security settings:

  • Two-factor authentication (future)
  • Active sessions
  • Recent sign-in activity
  • Trusted devices

To sign out all sessions:

  1. Go to Settings > Security.
  2. Click Sign Out All Sessions.
  3. You will be signed out on all devices.
  4. Sign in again on devices you use.

API access

Programmatic API access is planned for a future release. This section will be updated when the feature becomes available.

Billing and subscription

Manage your personal subscription:

Current plan:

  • Plan name and features
  • Monthly/annual billing
  • Next billing date
  • Payment method

Upgrade/downgrade:

  1. Go to Settings > Billing.
  2. Click Change Plan.
  3. Select new plan.
  4. Confirm changes.
  5. Prorated billing applies.

Payment method:

  • Add credit card
  • Update existing card
  • View billing history
  • Download invoices

For team billing:

  • See organization settings
  • Organization owner manages billing
  • Seat-based pricing

Language and region

Set language and regional preferences:

Language:

  • English (US) - default
  • English (UK)
  • Future: Spanish, French, German

Region:

  • United States (NEC 2026)
  • Canada (CEC)
  • Europe (IEC)
  • Affects default code book

Date/time format:

  • MM/DD/YYYY (US)
  • DD/MM/YYYY (International)
  • 12-hour vs 24-hour time

Number format:

  • Decimal separator: . or ,
  • Thousands separator: , or space

Export and backup

Export your data:

Account data export:

  1. Go to Settings > Data & Privacy.
  2. Click Export My Data.
  3. Includes projects, settings, activity.
  4. Receives download link via email.
  5. ZIP file with JSON data.

Automatic backups:

  • Daily project backups
  • 30-day retention
  • Restore from backup (contact support)

Resetting preferences

Return settings to defaults:

Reset all preferences:

  1. Go to Settings > Advanced.
  2. Click Reset All Settings.
  3. Confirm reset.
  4. Logs you out.
  5. Sign in to see defaults.

Resets:

  • Display preferences
  • Component defaults
  • Notification settings
  • Does not affect projects or data

Related topics

On this page

Accessing user settingsProfile informationDefault organizationMy defaultsNotification preferencesDisplay preferencesKeyboard shortcutsPrivacy and dataAccount securityAPI accessBilling and subscriptionLanguage and regionExport and backupResetting preferencesRelated topics