Project settings
Project settings hold one project's name and lock, risk appetite, review cadence, default approver, primary framework and scan modules.
Creating, renaming, locking and deleting a project need Admin on the main project. Organisation-wide settings are in organisation settings; document variables are in Templates › Variables.
Create a project
- In the sidebar's project switcher, open the current project's menu.
- Select New project, enter a Project Name and select Create Project.
Rename, lock or delete the project
- In the sidebar's project switcher, choose Project settings.
- Under General, edit Name and select Save; or select Lock project or Unlock project.
- To delete a project other than the main project, select Delete project at the foot of the page and confirm.
Paid plans include project locking; see pricing.
Set the project's preferences
- In the sidebar's project switcher, choose Project settings.
- Under Preferences, change the settings below and select Save Preferences.
| Setting | Purpose |
|---|---|
| Risk Appetite, Primary goal | How much risk you accept, and your main aim. |
| Review Cadence | Which AI reviews are allowed. See reviews. |
| Default Approver | Default owner for suggested actions. |
| Primary framework | The standard you assess against, from your enabled frameworks. |
Turn on a module later
| Module | Do this |
|---|---|
| A scan module | Under Scan modules, select Enable, confirm you may scan the domain shown, then select Activate. For Verification required, authorise scanning first. |
| Other modules | Select Restart onboarding and choose them. |
The number of modules depends on your plan; see pricing.
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Sections
Sections are reusable blocks of text that policies and reports are built from; document variables are the facts they fill in, such as your company name.
Organisation and account
Organisation and account covers the organisation's settings, people, billing and audit log, opened from the sidebar switcher, and each person's own account, opened from the account menu.