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Settings

Profile
Your account information
ConsultantFull access to all features
User Management
Manage user accounts, roles, and permissions

Create accounts for consultants, client admins, and stakeholders with appropriate access levels.

Appearance
Theme and display preferences

Switch between light and dark mode

Organization Defaults
Default settings applied to new engagements

Weights should sum to 100. Current total: 100%

AI Configuration
Configure AI provider and model settings

Uses API keys for automated AI calls. Requires an API key from the provider.

Name of the environment variable containing the API key (not the key itself).

The AI provider is used for maturity scoring assistance, Voice of Business analysis, framework recommendations, report narrative generation, and roadmap suggestions.

Framework Management
Manage governance, security, AI, and architecture frameworks

Add custom frameworks, import from JSON, and manage built-in framework catalog.

Bulk Upload
Import questionnaires, org charts, applications, and other data from CSV or JSON

Download templates, upload data, and preview before importing.

Questionnaire Templates
Manage assessment questionnaire templates

Create, clone, and customize assessment questionnaire templates.

Data Export
Export all toolkit data

Downloads all clients, engagements, and associated data as a JSON file.