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Who this is for: All signed-in users. Brand-specific settings (branding, integrations, automated reports) are covered on separate pages and require brand user access.
Open Settings from the left sidebar. The settings hub groups options into categories. What you see depends on your role.

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Preferences (all roles)

Go to Settings → Preferences to customize how you work in Keystone:
  • Default catalog and ordering views
  • Display preferences for your day-to-day workflow

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Security (all roles)

Go to Settings → Security to change your password. Password requirements:
  • At least 8 characters
  • One uppercase letter, one lowercase letter, one number, and one special character
You must enter your current password to confirm a change.
Use a unique password you do not reuse on other sites. Brand administrators who manage integrations should keep credentials secure.

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Notifications & automated reports (brand users)

Go to Settings → Notifications & Reports to configure recurring emails sent to your reps and buyers:
  • Sales vs Forecast, Customer Sales Summary, and ATS Report for reps
  • Upcoming Orders and Monthly Review for buyers
Set each report to weekly or monthly, choose the delivery day, and use Send now to test. See Reports for the full list of on-demand reports in the app.

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Brand settings (brand users)

Brand users also have access to settings categories such as: Brand administrators manage integrations, team access, and platform feature toggles. Managers and viewers have read-only or limited access to many of these sections.

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Deleting your account

Account deletion must be initiated through the Keystone support team. Email support@keystoneb2b.io to start the process.