Settings
Configuring your organisation, section by section.
- The Settings hubWhere every configuration screen lives, and how role baselines plus per-module permission overrides decide who can open each one.
- GeneralYour organisation's display name and a read-only summary of its plan, seats, data region and portal version.
- BrandingYour logo, accent colour, registration details and contact information — shown on the field app and every generated report.
- Capture policyPhoto requirements, on-site editing rules, currency and units, and report-revision policy, applied to every field app the moment you save.
- Internal target deadlinesYour own acknowledge/investigate/remedy targets for jobs with no statutory clock, plus per-hazard overrides — internal only, never a deadline.
- App configuration: overview and how layers resolveHow App configuration's five tabs share one draft and one save, and the order settings resolve in from organisation down to a single job.
- App configuration: Data collectionWhich wizard modules and report sections exist org-wide, the sections every survey must fill in before finalising, and the sealed-record summary screen.
- App configuration: HazardsEnabling and disabling hazard types, customising each one's capture and report sections, and the asbestos register review interval.
- App configuration: Survey contentStandard legal disclaimer and scope-of-survey wording, the extended inspection sections, and the Victoria rental minimum standards step.
- App configuration: ResidentOn-site resident-intake capture, special-category vulnerability and safeguarding triage, and tenant signature at survey completion.
- App configuration: Costs and referencesWhether surveyors see prices while picking scope-of-works items, the reference-number auto-suggestion, and the sign-off attestation wording.
- Scoped overrides: per member, per contractor, per jobAdding an App configuration override for one person, one contractor organisation or one work order, and how narrower scopes can only hide further.
- API and webhooksMinting and revoking REST API keys, and configuring the webhook that pushes events to your own system — the Settings screen behind both.
- SSOThe Settings screen for connecting Microsoft Entra ID — what it collects today, and where to find the full setup guide.
- SCIM provisioningMinting the SCIM token your identity provider uses for automatic joiner/mover/leaver sync — the Settings screen behind the full setup guide.
- Data sourcesSaving and testing your own Ordnance Survey API key, ready for address-to-UPRN property resolution.
- Notifications and SMTPWhich statutory deadline alerts email the case owner, and connecting your own mail server so those emails actually deliver.
- SFTP serversThe Settings screen for adding, testing and pinning your own SFTP servers — outbound sends, inbound imports, and delivery status.
- Mail logEvery email your organisation's own mailers have sent — statutory alerts, resident letters, invoices and SMTP tests — read-only.
- Data and exportsThe nightly EDI export, a full GDPR data export, evidence bundles, BigQuery warehouse access, and requesting organisation deletion.
- Audit logThe append-only, hash-chained record of privileged actions across your organisation, and the nightly chain-verification sweep behind it.