5. Setup & Settings

Account configuration is split across two areas in the desktop navigation:

• Set up — a guided 8-step wizard for organization-wide data (Admin only).
• Settings — split into Profile, Team, Usage and Billing pages.

​

5.1 Setup wizard (Admin only)

Open Set up from the top navigation. The left rail shows the 8 steps with a completion checkmark; use Previous / Next or click any step to jump.

NOTE: Severity Levels, Asset Types and Failure Modes are NOT fixed lists — each organization manages its own taxonomy under Set up.

Account configuration is split across two areas in the desktop navigation:

• Set up — a guided 8-step wizard for organization-wide data (Admin only).
• Settings — split into Profile, Team, Usage and Billing pages.

​

5.1 Setup wizard (Admin only)

Open Set up from the top navigation. The left rail shows the 8 steps with a completion checkmark; use Previous / Next or click any step to jump.

NOTE: Severity Levels, Asset Types and Failure Modes are NOT fixed lists — each organization manages its own taxonomy under Set up.

​

5.2 Profile (Settings → Profile)

View and edit your full name and job title. Email and role are shown but cannot be changed here. On mobile, profile fields are read-only.

​

5.3 Organization (Settings → Profile, Admin only)

Admins can rename the organization from the Profile page. Locale, country, timezone and other org-wide settings live in Set up.

​

5.4 Team (Settings → Team, Admin only)

Invite users by email, change role between Member and Admin, deactivate or remove members. Seat limits are defined by your active plan.

​

5.5 Usage (Settings → Usage, Admin only)

Real-time tracking cards for AI analyses, knowledge documents, team seats and storage, with per-plan caps.

​

5.6 Billing (Settings → Billing, Admin only)

Manage plan, switch between Monthly and Yearly billing, purchase AI Analysis Top-ups (lifetime, never expire), view invoices, and submit Contact Sales requests for Enterprise.

​

5.7 Languages

Language is set at the organization level under Set up → Language. Changing it switches the entire UI and localized exports for every member of that organization. \ View and edit your full name and job title. Email and role are shown but cannot be changed here. On mobile, profile fields are read-only.

​

5.3 Organization (Settings → Profile, Admin only)

Admins can rename the organization from the Profile page. Locale, country, timezone and other org-wide settings live in Set up.

​

5.4 Team (Settings → Team, Admin only)

Invite users by email, change role between Member and Admin, deactivate or remove members. Seat limits are defined by your active plan.

​

5.5 Usage (Settings → Usage, Admin only)

Real-time tracking cards for AI analyses, knowledge documents, team seats and storage, with per-plan caps.

​

5.6 Billing (Settings → Billing, Admin only)

Manage plan, switch between Monthly and Yearly billing, purchase AI Analysis Top-ups (lifetime, never expire), view invoices, and submit Contact Sales requests for Enterprise.

​

5.7 Languages

Language is set at the organization level under Set up → Language. Changing it switches the entire UI and localized exports for every member of that organization. \