Settings

Settings is the control room for you and your company: pricing calibration, people, billing, company identity, integrations, security, AI tools, notifications and appearance. Open it from your profile card (bottom-left) → Settings. Profile Settings in the same menu opens your personal details.

Settings is a full page with a tab strip: Calibration · Users · Invites · Payments · Company · Integrations · Security · MCP Servers · Notifications · UI · About.

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Profile Settings

1. Names — first and last, used on reports and in the team list.
2. Phone & country — country-code picker included.
3. Address / postcode.
4. GST number — your personal tax registration.
5. User ID + Save Changes — your immutable ID for support requests.

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Calibration

Rate Calibration teaches Inoscope your pricing — the ~30 minutes that make assessments price themselves. The streamlined (3.6.4) wizard walks five steps: Welcome → Documents → Defaults → Instructions → Run.

1. Settings tabs — the strip across the top.
2. Guided wizard — upload a price list or past invoice; the agent extracts every rate with sources; your quotes then price themselves.
3. How calibration works — upload, read, price themselves.
4. Skip for now / Continue — leave and return any time; the dashboard banner remembers.
5. Bee docked alongside — the calibration page pairs your memory notes and rate book with a built-in chat agent (user and company level), so you can extract rates and refine preferences by chatting.

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Users & Invites

Manage company members and see who invited you — see Team Collaboration.

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Payments

Plans, payment methods and invoices — see Subscription & Billing.

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Company

1. Logo — used on reports and quotes (replacing it is now reliable).
2. Profile fields — company name, legal name, industry, size, website, phone, address, description.
3. Tax name & rate — e.g. GST 15%; company tax settings are used for company-owned quotes, line items and reports.
4. Brand logos — manage the logos available for use on reports; upload more.
5. Save / Delete company.

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Integrations

Connect the tools your business runs on — Fergus, Xero, QuickBooks, MYOB. See Export & Integrations.

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Security

1. Password settings — change with strength rules (upper, lower, number, special).
2. Coming soon — two-factor authentication, session management, login history.
3. API keys — Generate scoped personal keys for programmatic access (3.5.0).
4. Key cards — name, status (Active/Revoked), key prefix (inc_…), scopes (e.g. all:full-access), created / last-used / expiry; revoke with the ⊘ button.

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MCP Servers

Bring your own AI tools (3.5.0): connect Model Context Protocol servers and Bee gains your integrations.

1. Servers extend the AI agent with external tools.
2. Scope — Personal (only you) vs Company (everyone).
3. Add Server — register the endpoint; Bee picks the tools up in chat.

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Notifications

Notifications (alpha, 3.6.3) keep you in the loop even when the app is closed. The bell (bottom-left) opens the centre; the gear opens this tab.

1. Choose how each kind of notification reaches you.
2. Channels — In-app, Push, Email columns.
3. Events — assessment run finished, task board completed, agent question, item shared with me, support tickets, Pulse tasks, email sent/failed, announcements — toggle each channel per event.

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UI

Appearance, in full:

1. Theme — Light / Dark / System.
2. Style — Aurora, Crystal, Velvet.
3. Colour mode — single colour or gradient.
4. Accent colour — current hex, quick picks, or Change Color for the full picker.

The quick popover (bottom-left Appearance button) offers the same essentials plus gradient sidebars:

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About

The in-app changelog — every release with New / Improved / Fixed entries, the same history this guide is based on.

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Next

• Subscription & Billing · Team Collaboration