Settings & context

Profile, organization, and the context management that teaches the AI about your business.

Where: /settings (tabbed: User Profile, Organization, Context Management, Notifications, Billing, Usage, Sync, Admin).

User Profile (?tab=user-profile)

Edit your Full Name and Role Title (auto-saves), answer Personal Context questions (Save All), and pick a Light or Dark theme (applies immediately). Language (English/Swedish) is also managed here.

Organization (?tab=organization)

Edit company details — country, business description, industry, fiscal year, currency, employee count, revenue, HQ — which auto-save. Answer Organization Context questions (systems, constraints, planning rhythm) and Save All.

Context Management (?tab=context)

This is how you teach the AI about your business.

• Documents: upload budgets, org charts, accounting policies, board packs, contracts, etc. Pick a category for each; download, recategorize, or delete uploaded files.
• Official Budgets: admins manage these in Data → Budgets (Open Budgets shortcut here).
• Memory Map: items the AI has learned from your context. For each, Confirm (verify), Dismiss (remove), or Correct (edit). Refresh re-scans your documents and context.

Notifications (?tab=notifications)

Toggle email digests (Daily/Weekly/Monthly) and in-app/toast notifications, choose categories (Threshold Alerts, Budget Status, System Updates, Insights), enable the Smart Digest AI summary, and set a Do Not Disturb window. Click Save Changes.