Cross-cutting

Settings

Settings is the panel where you manage your profile, company branding, engine defaults, notifications, integrations, API keys and data and privacy options. Each field carries a scope badge that shows whether it applies to your own user account or to your whole organization.

By Trueleveler Editorial

Where do I find Settings?

Sidebar → Settings. Some fields apply to your user account, some to your organization — clearly marked with a scope badge.

Profile

Full name

Shown on exports and invites.

Email

Your login email. Change requires email confirmation.

Password

Change via the change-password flow. Two-factor coming soon.

Role (default)

GC / Sub / Material Supplier / Owner Rep. Used as default for Contract Review and similar role-aware engines.

Company / branding

Company name

Appears in PDF exports as the solicitor / reviewer.

Company logo

PNG / JPG / SVG (recommended). Shown on PDF exports + RFQ headers.

Accent color

Header/accent color in exports. Defaults to Trueleveler blue.

Default currency

USD, EUR, GBP, CHF, CAD, AUD, SEK, NOK, DKK, PLN. Used for engine display + export formatting.

Default units

Imperial / Metric. Drives engine unit conversion defaults.

Engine defaults

Mismatch tolerance

Percentage deviation Bid Leveling uses to flag outliers. Default 10%. Lower = stricter (more flags); higher = looser.

Contract review role

Default role used by Contract Review if you don't override per-run.

RFQ Incoterm

Default Incoterm for new RFQs. Blank = vendor-responsibility prompt.

Locale

Language + regional formatting for engine outputs. English US default.

Notifications

Email: tracker deadlines

COI expiry alerts at 30 / 7 / 1 days out, submittal due alerts at 7 / 3 / 1 days out, and RFI overdue escalations once an item passes your configured 1 / 3 / 5-day lateness threshold (re-sent at most every 3 days while still overdue).

Email: engine session saved

Daily digest of engine runs across your org.

Email: new team member joined

Org-owner/admin only.

Email: billing events

Monthly invoice, quota reset, plan changes.

Integrations

CSV export/import available for every tracker. Your General Ledger exports to QuickBooks and Sage (CSV) today; a live QuickBooks Online sync is in development. A Procore account connection is live today (Settings → Integrations → Live sync · Procore); RFI/submittal/drawing sync is next. An Autodesk Construction Cloud connector is on the roadmap, with no firm ship date to announce yet — contact support for early access.

Who can create API keys?

Enterprise users can generate personal API keys in Settings > API. Keys are secret, revocable, per-user scoped. Rate limits: 1000 req/hr per key.

Data & privacy

Export my data

ZIP with every project, session, tracker, and document you have access to. Triggered on demand; delivered via email when ready.

Delete account

Schedules account deletion with a 30-day recovery window. Organization data persists until the org owner also deletes.

CCPA opt-out

California residents: opt-out link.