Settings
Manage your organization, preferences, and integrations
Super Admin
User Level Settings
Configure permissions and viewing abilities for Org Admin, Admin, and User roles
Platform Analytics
MRR, revenue, usage, retention, operations, and affiliate metrics
Organizations
View and manage all organizations on the platform
All Users
View, suspend, delete, and manage all platform users
Global Negotiation Documents
Manage documents uploaded to train the negotiations AI
Carriers & TPAs
View all carriers and TPAs negotiated against across the platform
Platform Billing
Manage billing, invoices, and payment validation
Affiliate / AE
Account executives, affiliate referral codes, commissions, and dashboards
Platform Audit Log
All user actions across the platform, searchable by company or user
Support
Live chat with users who need help beyond the AI chatbot
Developers
Error logs, bug reports, feature requests, changelog, and global banners
Company
Project Settings
Project Workflow
Custom step-by-step workflows per service type with role assignments and triggers
Project Types
Configure service types, 3-letter codes, and colors used across all project files
Sources of Loss
Configure the loss source options available when creating new project files
Default Documents
Manage required documents, upload custom templates, and assign them to workflows
Preferences