14. Settings
Access Settings by clicking the gear icon (⚙) in the top-right header.
Settings has 8 tabs: Rate Calibration, Users, Payments, Company, Integrations, Security, UI, About.
Profile Settings
Click the user avatar (top-right corner, next to the settings icon) to open the Profile Settings dialog.
| Field | Description |
|---|---|
| First Name / Last Name | Your display name across the app |
| Phone | Your contact number (with country code) |
| Country | Your country (used for tax and address defaults) |
| Address / Postcode | Your address details |
| GST Number | Tax registration number (if applicable) |
| Description | Optional bio or role description |
Click Save Changes to apply.
Rate Calibration
Manage your product catalogue and pricing for use in line items.
- Upload rate sheets — Drag and drop PDF, DOCX, XLSX, or CSV files; AI extracts rates automatically
- Add Product — Manually add a product with name, brand, category, price, unit, and country
- Actions — Bulk manage rates (export to CSV, delete selected)
- Extract Rates — Trigger AI extraction from uploaded documents
- Search — Find rates by name, category, or brand
The rate table shows: Name, Brand, Category, Price, Unit, Country.
Custom rates appear in line item search when you add items to an assessment.
Users
Manage team members and their account-level roles.
- Add User — Invite someone by email and assign a role (Owner, Admin, etc.)
- Search users — Find team members by name or email
- Each row shows: Name, Email, Role, Status (Active/Inactive), and a ⋯ menu for editing or removing
The Role Management section below the user list shows available roles and their permissions (Owner, Admin, User).
Payments
View and manage your subscription and payment methods.
- Subscriptions — Shows your active plan (e.g. Scale — Active) with the option to manage it
- Payment Methods — Add or remove credit cards/bank accounts for billing
- Invoices — View billing history from the last 24 months
See Subscription & Billing for plan details.
Company
Configure your organization details that appear on reports and invoices.
| Field | Description |
|---|---|
| Logo | Upload your company logo (appears on generated reports) |
| Company Name | Your business name |
| Legal Name | Registered legal name |
| Industry | Your business industry |
| Company Size | Number of employees |
| Address | Registered address |
| Website | Company website URL |
| Phone | Company contact number |
| Description | What your company does |
Integrations
Connect Inoscope to external job management and accounting platforms.
Fergus
Connect to Fergus for job management integration:
- Enter your Fergus credentials.
- Click Connect.
- Use Test Connection to verify.
- Manage multiple Fergus instances if needed.
Xero
Connect to Xero for accounting integration:
- Click Connect with Xero to authorize via OAuth.
- Select the Xero organization to link.
- Use Test Connection to verify.
See Export & Integrations for full setup instructions.
Security
Manage your account password and security settings.
Password Settings
- Enter your Current Password
- Enter and confirm your New Password
- Click Update Password
Two-Factor Authentication (2FA)
Enable 2FA for extra account security:
- Toggle Two-Factor Authentication on.
- Scan the QR code with an authenticator app.
- Enter the verification code to confirm.
Session Management
View and revoke active login sessions from other devices.
Login History
Review recent login attempts for suspicious activity.
UI (Appearance)
Customize the look and feel of the app.
| Setting | Options |
|---|---|
| Theme | Light, Dark, System |
| Color Mode | Single Color, Gradient |
| Accent Color | Pick from quick-select colors or use a custom color |
Changes apply instantly across the entire app.
About
The About tab shows the Changelog — a history of updates, improvements, and bug fixes across recent app versions. Each entry is tagged as New, Improved, or Fixed.