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Make It Your Own

Ogeemo adapts to how you work. Each area below opens where that personalization lives — your choices save to your account.

Your shortcuts

Add, remove and reorder shortcuts — they appear on your dashboard and in the sidebar's Shortcuts section.

Your workflows

Create named, ordered workflows — e.g. Bookkeeping or Quotes — from any destinations, then set one as your standard workflow: it saves to your account, greets you at every login, and the sidebar Workspace follows it. Start from a ready-made template (Accountant, Lawyer, Consultant and more) or build your own. Restore the default anytime.

Your sidebar

Choose what the left sidebar shows: Groups, Full Menu or Favorite Actions — and whether Shortcuts starts expanded.

Your header & identity

Turn the workspace button, role badge and home banner on or off — each button tooltip points here too.

Your look

Pick the theme colors and visual identity for your workspace.

Settings

Manage your profile, preferences and defaults — voice dictation, button tips, tax rate and planning rituals.

Learn it first

The Make it your own chapter in Learn walks through each option step by step.

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