Preferences
Preferences: organisation profile, review cadence, document variables and scan modules, the dial on the whole loop, set once and revisited as things run.
Preferences is a single, direct page (no sub-items) covering your organisation profile, risk appetite and review cadence, the document variables Governance's templates pull from, and which scan modules are switched on.
Typical workflow
Set your organisation profile and cadence
Set your organisation profile, risk appetite and review cadence. Most of this is chosen once, during your first hour. See Getting started.
Risk appetite feeds the target maturity level suggested for the frameworks that use one, and a conservative appetite raises the priority and tightens the due dates on your first-run checklist.
Set the variables your documents use
Your organisation's details are what Governance's Sections templates render with. Update them here, not per document, and every generated document picks them up.
Easy to miss
This page is per-project, so a consultancy or MSSP running several projects can set a different cadence and appetite for each one.
Activity
Activity: Scans, Scan Activity, Domains and Live Scan, what the platform has been running, distinct from your Actions worklist.
Key terms
A glossary of the platform's terminology, covering organisation and project, AI Sidekick and MCP, and the risk/compliance/exposure vocabulary used throughout these docs.