Settings

Manage your account and configure the defaults for new reports. Open it from the user dropdown in the navbar. The main areas:

Account

Your display name and password.

Clients

A reusable list 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.

Clients

A saved list 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 list also includes any client names already used on existing reports.

Defaults

Admin only

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.

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. Expand a field to add a per-field AI prompt that tells Pro and Team drafting what that field should contain; default sections take the same per-section prompt.

These become export variables

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.

Names become snake_case variables

A metadata field named Assessment Date is available in templates as {{assessment_date}}.

AI Pro

Pro and Team only

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.

Privacy

Content is sent to the provider you choose. For fully local AI where nothing leaves the box, use Ollama.

Current Plan

A Current Plan card shows your active tier and, on a paid tier, your license validity (the date it's valid until and when it was last verified). From here you can:

• Manage subscription opens the customer portal in a new tab to change your plan or seats, update billing, or cancel.
• Sync license (admin only) forces an immediate re-check with the license server, so a plan or seat change you just made in the portal applies right away instead of waiting for the daily refresh. Otherwise the install picks it up within a day, or on a restart.

The license key itself is still set as the LICENSE_KEY environment variable, not edited here.

Not configured here

• The license key is the LICENSE_KEY environment variable, not an in-app field. Your tier and validity show under Current Plan above, but the key is set in your .env. See Licensing.
• Keyboard shortcuts live in a popover inside the editor. See Search & Navigation.