Settings
Everything from your personal preferences to admin-level branding and configuration.
Good to know
Everyone sees Preferences, Appearance, and Notifications under Account settings. Admins also see an Admin section with Application, Configuration, and Programs.
Account settings
Click the gear icon at the bottom of the left-hand sidebar, next to your name, to open Settings.
Preferences
How your procurements list looks and behaves.
- Default view — Kanban or List.
- Kanban card style — Hover to expand, Always compact, or Always expanded.
- Default sort — Last updated, Newest created, or Name A to Z.
Under Interface you can also set:
- Landing page — Procurements or Dashboard after you log in.
- Collapse sidebar by default
- Open right panel by default
Changes save automatically.
Appearance
Appearance settings change how the app looks, and each option has a live preview.
- Turn Boost contrast on or off.
- Under Procurement card style, choose a style and preview how it behaves.
- Under Templates, choose a preview style (Classic or Modern) for the New Procurement dialog.
The live preview updates immediately; no page refresh needed.
Notifications
At the top, Global notifications gives you two master switches — In-app and Email. Turning either off overrides every per-event setting below it.
Below that, a table lets you turn in-app and email alerts on or off for each event individually: submissions, reopenings, approvals, archiving and restoring, SLA warnings, comments, and document or section approvals and rejections.
Admin settings
Application branding
The Application page controls how the app looks and is named for everyone in your organization.
- Click the banner area to upload an image, or drag and drop one onto it. Click the × that appears to remove it.
- Click the icon area to upload a new app icon the same way.
- Click directly on the app name to edit it inline.
Configuration
| Setting | What it does | Default |
|---|---|---|
| SLA for time in review | How long a procurement can sit in review before the submitter and reviewer are reminded. | 3 days |
| Auto-archive after approval | Automatically archive a procurement once it has stayed fully approved for a set time. | Off |
Programs
Programs are the list available when someone creates a new procurement package.
Click Programs in the Admin section to see the existing list with each program’s name, creator, and how long ago it was created. Click + Add Program, enter a name, and confirm.
Click the … menu on any row to Rename it inline, or Delete it — shown in red, with a confirmation. Deleting a program can’t be undone.