Settings
Every Settings tab explained — profile, organisation, Organisation Intelligence, workspaces, billing, and team management.
Open Settings from the sidebar. The tabs visible to you depend on whether you are in a personal or organisation workspace and your role within it. Admins see additional tabs such as Team Management.
Your Profile
- Update your display name, email address, and avatar.
- Set your preferred language for the interface if options are available.
- Manage your notification preferences — see the Notifications article for details.
Organisation Details
- Set the name, description, and business website for the active organisation workspace.
- Country & Default Timezone — select your organisation's country and timezone using the combined dropdown. The selected timezone is used when extracting submission deadlines from uploaded tender documents, ensuring dates are stored and displayed in the correct local time. It also serves as the reference timezone shown alongside any per-project deadline.
Customisation
- This is one of the highest-impact areas in the product. It teaches the AI about your organisation so generated answers reflect your voice, capabilities, and standards.
- Company Purpose: describes what your organisation does. The AI uses this to ground answers in your company's identity and strengths.
- Brand Tone of Voice: your preferred writing style — tone, vocabulary, formality, and any conventions you follow.
- Custom Prompt: additional instructions and rules for how the AI should respond, including your target audience and any non-negotiables.
- About Your Organisation, Writing Style & Preferences, and Standing Instructions: an additional set of AI-maintained intelligence fields that are rebuilt automatically from your Content Vault documents. See the Customisation article for details.
Workspaces
- Create new organisation workspaces, switch your active workspace, and manage which workspaces you belong to.
- If you need to add team members, switch to the organisation workspace first, then go to Team Management.
Billing
- View your current plan, usage against limits (active responses, storage, seats), and upgrade or manage your subscription.
- Billing is per organisation workspace; personal workspaces may have their own separate billing.
- If features are greyed out or creation is blocked, check Billing to see whether you have reached a plan limit.
Team Management
- Visible to organisation admins only.
- Invite new members by email, view pending invitations, change member roles, and remove members.
- Role changes take effect immediately; removed members lose access straight away.
