Settings

Settings is your workspace administration area.

Sections

• Account
• User Management
• Notifications
• Pipeline
• Integrations
• Billing

Account

Manage your personal profile:

• name
• avatar
• password
• language

User Management

Manage workspace members:

• search users
• roles: Owner and Member
• role changes (owner only)
• remove members (owner only)
• view/cancel pending invitations (owner only)

Role summary:

• Owner: full access to settings and user management
• Member: can work on tenders, profiles, and projects

On AI-enabled plans, owners can also enable or disable AI Access per user.

Notifications

Configure in-app and email notification preferences for:

• search results
• pipeline updates (column changes, assignments, notes, deadlines)
• email digest

Pipeline (Column System)

This section controls how your Pipeline board is structured.

You can:

• create new columns (maximum 6)
• rename columns
• set a color per column
• reorder columns via drag and drop
• mark one column as Default (start column for new pipeline tenders)
• mark columns as Final
• delete columns and move contained tenders to another column

Integrations

Integrations and API access are listed here.

Current status:

• n8n integration is marked as coming soon
• API controls are visible but disabled

Billing

Review and manage plan details:

• current plan
• monthly/annual comparison
• plan change flow
• payment method/portal actions
• invoices list

Usage & Limits in Billing

The billing page shows current / limit usage for:

• users
• searches
• pipeline cards
• team profiles
• reference projects
• saved tenders

If a category is shown as Unlimited, that category has no numeric cap.

Organization Controls

Organization switching and organization creation are available from the sidebar user menu.

Note on References

References (Profiles and Projects) are no longer managed in Settings. Use the dedicated References section in the sidebar.