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Preferences

Project settings: risk appetite, review cadence, default approver, primary framework, scan modules and document variables.

Preferences holds settings for the selected project. Settings shared across projects are in organisation settings.

Set the project's settings

  1. Open Preferences from the sidebar.
  2. Change the settings below.
  3. Select Save Preferences.
SettingPurpose
Risk Appetite, Primary goalYour risk appetite and main goal for the project.
Review CadenceWhich AI reviews are allowed. See reviews.
Default ApproverDefault owner for suggested actions.
Primary frameworkThe standard you assess against. Enable more under Compliance › Frameworks.

Turn on a scan module

Under Scan modules, select Enable beside an inactive module, tick the box confirming you are authorised to scan the domain shown, then select Activate. Find scan results under Activity. For a module showing Verification required, see Authorise scanning.

Document variables

Document variables are set here, under Document variables. For the steps, see Governance.

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