Preferences

Personalise how your workspace looks, behaves, and supports your day-to-day workflow.

Interface Preferences allow you to adjust your workspace font size and choose whether hotkey hints are displayed on screen. These settings can help improve readability, support easier navigation, and make available keyboard shortcuts easier to learn while using Compound Direct.

This guide will help you:

  • Understand how to customise printing preferences, including printers, auto-print settings, and label offsets.
  • Personalise your workspace with interface settings such as text size, layout options, and hotkey hints.
  • Manage notification and security preferences, including notification sounds, authorisation PINs, and workspace locking.

Now that you’ve got the basics, let’s dive into how to configure your Preferences. We’ll cover printing, interface, notifications, and security settings to help you tailor Compound Direct to the way you work.

Printing preferences

Printing Preferences allow you to configure printer preferences, auto-print settings, and label offset settings in Compound Direct.


  1. On the top-right side of your workspace, click on your ‘User Name’.
  2. Select ‘settings Preferences’ from the drop-down menu.
  3. In the ‘Preferences’ sidebar, click on ‘print Printing Preferences open_in_new’.
  4. Select the primary computer, computer, printer, paper type, and label variant from the drop-down menus for printer preferences.
    1. For troubleshooting, you may click on ‘sync Reload Printers’ or ‘refresh Reset Preferences’.
  5. Select the auto-print on dispense, auto-print worksheet on dispense, auto-print pharmacy receipt on dispense, and auto-print on allocate from the drop-down menus for auto-print preferences.
  6. Enter the label horizontal offset and label vertical offset values for label offset settings.
  7. Once completed, your preferences are automatically saved.
The printer preferences are stored within this browser only and won't sync with other browsers or devices.

 

For more information, see the Balances, Printers & Labeling and Printer Setup guides.

Interface preferences

Interface Preferences allow you to adjust your workspace font size and choose whether hotkey hints are displayed on screen. These settings can help improve readability, support easier navigation, and make keyboard shortcuts easier to learn while using Compound Direct.

 

  1. On the top-right side of your workspace, click on your ‘User Name’.
  2. Select ‘settings Preferences’ from the drop-down menu.
  3. In the ‘Preferences’ sidebar, click on ‘web Interface Preferences’.
  4. Choose your preferred text size from the drop-down menu.
  5. To set your workspace's layout, you may:
    1. Toggle the ‘Expanded Mode toggle_on’ switch.
    2. Toggle the ‘Show Hotkey Hints toggle_on’ switch.
    • For more information, see the Hotkeys guide.
    1. Toggle the ‘Enable Edge Snapping toggle_on’ switch.

Notification preferences

Notification Preferences allow you to enable notification sounds and choose a different chime for each type of notification.


  1. On the top-right side of your workspace, click on your ‘User Name’.
  2. Select ‘settings Preferences’ from the drop-down menu.
  3. In the ‘Preferences’ sidebar, click on ‘notifications_active Notification Preferences’.
  4. To enable sounds when notifications are received, toggle the ‘Enable Notification Chimes toggle_on’ switch.
  5. Use the drop-down menu under each notification type to select your preferred chime:
    1. User Notifications info_icon
    2. Communication Notifications info_icon
    3. System Notifications info_icon
  6. Click on the volume_up icon for each notification type to hear the selected chime.

Security preferences standard Package

Security Preferences allow you to provide a PIN and enable workspace locking after inactivity or when manually locked in Compound Direct.


  1. On the top-right side of your workspace, click on your ‘User Name’.
  2. Select ‘settings Preferences’ from the drop-down menu.
  3. In the ‘Preferences’ sidebar, click on ‘lock Security Preferences’.
  4. Enable the ‘Enable Authorisation PIN toggle_on’ switch.
    1. Enter the four-digit authorisation PIN code.
    2. Once entered, click on ‘Save’.
  5. To change the PIN, click on ‘Change PIN’ and repeat the steps above.
The security preferences depend on the user currently logged in to the workspace.

 

For more information, see the Users & Roles guide.
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