ChatGPT
Claude
Gemini
Perplexity
Settings¶
The Settings section allows administrators to configure platform-wide options for their organization.
What you can do here¶
- Customize your platform's branding — logos, colors, header styling, and terminology
- Manage active NAICS codes and Regional Manufacturer Associations
- Configure intake form templates for collecting account information
- Build and manage web report templates with custom branding and dynamic variables
- Set up email templates for outgoing platform messages
Overview¶
The Settings page provides a centralized location for managing your platform configuration. Administrators can access all available settings, configure branding to match your organization's identity, manage custom data collections, and control platform features. The settings interface is designed to be intuitive while providing powerful customization options for enterprise deployments.
Access¶
Settings are only available to users with the admin role and require the Settings feature flag to be enabled for your account.