Settings
Manage your account and configure the defaults for new reports. Open it from the user dropdown in the navbar. There are four sections:
Account
Your display name and password.
Clients
A reusable roster of client names.
Defaults
Severities, statuses, finding fields, sections, metadata.
AIPro
Provider and key for AI drafting.
Account
Change your display name (shown in the navbar, assignments, and activity) and your password (enter the current one, then the new one twice, 6 or more characters, with show/hide toggles). Your username is fixed.
Profile card with the editable name field, and the change-password card below it.
Clients
A managed roster of client names you can pick when creating reports, so you never retype them.
- Add a name with Add Client.
- Rename by clicking a name; it updates every report using that client. Renaming into an existing name merges them.
- Delete via the ⋯ menu.
The roster also includes any client names already used on existing reports.
Defaults
Admins edit these; Editors and Viewers can view but not change them.
These are the templates applied when a new report is created. Changing them is never retroactive:
Configuration cards for severity colors, statuses, finding fields, sections, and metadata.
Severity colors
Recolor and relabel the five severities: Critical
High Medium
Low Info. Click a color circle to pick
a swatch or enter a hex value, and edit the label text to rename (e.g. Info to Informational).
The underlying keys (critical, high, and so on) are fixed.
Report statuses
The status options shown when editing a report. Defaults: Draft (purple), In Review (orange), Complete (green). Add Status (label + color) or delete via the ⋯ menu, and changes save automatically.
Finding fields
The rich-text fields that appear under each finding.
| Field | Key |
|---|---|
| Description | description |
| Details | details |
| Impact | impact |
| Remediation | remediation |
Add Field to create one (the key auto-generates as lowercase-with-underscores); delete via the ⋯ menu.
Every finding field is available as a template variable in DOCX exports. See Template Syntax.
Default sections & metadata
- Default sections: auto-created in new reports (Executive Summary, Scope, Methodology, Findings Summary, Recommendations). Add or remove from the list.
- Default metadata fields: the key/value pairs on the Metadata tab. Defaults are Assessment Date (Date), Report Version (Text), and Assessor (Text). Each is Text or Date.
A metadata field named Assessment Date is available in templates as {{assessment_date}}.
AI Pro
AI configuration requires a Pro or Team license; the AI section is locked on Free.
Pick a provider and, where needed, supply your own key. Keys are encrypted at rest and shown masked once saved.
| Provider | Notes |
|---|---|
| Ollama | Local model with no API key; nothing leaves your machine |
| OpenAI | Your OpenAI API key |
| Claude (Anthropic) | Your Anthropic API key |
| Google Gemini | Your Gemini API key |
Once configured, an AI action appears on section and finding fields to draft or polish content using your report's context. Drafts are yours to edit, accept, or regenerate.
Content is sent to the provider you choose. For fully local AI where nothing leaves the box, use Ollama.
Not configured here
- Licensing is the
LICENSE_KEYenvironment variable rather than an in-app field, and there's no tier or expiry UI. See Licensing. - Keyboard shortcuts live in a popover inside the editor. See Search & Navigation.