Settings

Role, calendar sync, and AI approval preferences. Values stay in this browser session only.

Company profile

Legal entity, HQ, finance, and leadership details for AI and submissions.

Team & access

Manage members, roles, and permission levels across Operational, B2B, and B2C areas.

Workspace

Display nameRole

Calendar

Google Calendar two-way syncMicrosoft Outlook two-way sync

AI extraction

Auto-approve tasks above 95% confidence

Keep this off during UX review so every draft still lands in the approval pane.

AI agent (OpenRouter)

Powers the chat panel. The agent can search the Document Vault by chat. Your key is stored server-side in the data directory and is never exposed to the browser.

OpenRouter API keyLeave blank to keep the saved key; type a new one to replace it.ModelAny chat model slug from openrouter.ai/models.