Settings Overview — Complete Walkthrough

Overview

The Settings page is the central hub for configuring your Vantage experience. It is organized into four main sections in the left sidebar: Personalization, Account, Organization, and AI Features. Each section contains multiple tabs.

Accessing Settings

Click the gear icon in the sidebar or navigate directly to /settings. You can also deep-link to specific tabs using the ?tab= query parameter (e.g., /settings?tab=billing).

Personalization

Display & Appearance

Customize the visual look and feel of the platform.

• Theme Mode — Light, Dark, or System (auto-detect from your OS).
• Display Density — Comfortable (more spacing) or Compact (denser layout).
• Animations — Toggle smooth animations on or off.
• Color Preferences — Customize accent colors.
• Font Size — Adjust the text size across the platform.

Dashboard & Sidebar

Configure your home screen and navigation experience.

• Default Dashboard — Select which dashboard loads when you first sign in. Choose from your personal dashboards, company dashboards, or organization dashboards.
• Sidebar Items — Customize which dashboards appear in the sidebar for quick access. You can reorder them by dragging.

Account

Profile

Edit your public-facing information visible to others in the organization.

• Display Name — Your first and last name.
• Avatar — Upload a profile photo.
• Bio — A short description about yourself.
• Contact Email — Your preferred contact email.

Security

Manage authentication and account protection.

• Change Password — Enter your current password and set a new one (minimum 8 characters). Confirm the new password.
• Two-Factor Authentication (2FA) — Enable/disable two-factor authentication for an extra layer of security.
• Passkeys — Configure WebAuthn passkeys for passwordless login.

Logs

View your account activity history (read-only).

• Login history with timestamps and IP addresses
• Security events (password changes, 2FA changes)
• API access logs

Usage & Tokens

Monitor your personal token consumption (read-only).

• Total tokens used across all features.
• Category breakdown — AI features, workflows, integrations, dashboard operations.
• Operation breakdown — Detailed view per operation type.
• Event log — Individual token usage events.

Billing

Manage your subscription and payments. See the Managing Billing guide for full details.

• Token balance and purchasing
• Billing mode (Prepaid vs Pay-As-You-Go)
• Billing contact assignment
• Transaction history

Organization

Organization Settings

Available to users with manage_organization permission. Manage cross-company policies.

• Cross-company sharing — Enable or disable dashboard sharing between companies in the organization.
• Organization-wide policies — Set global defaults.

Integration Settings

Available to users with manage_integrations permission.

• Domain Restrictions — Control which domains are allowed for integrations.

Users

Manage all users across the organization. See the Managing Users guide for full details.

• View user list with name, email, role, company, and status.
• Create, edit, and delete users.
• Assign roles and companies.

Companies

View companies within your organization. See the Companies guide for details.

• Company name, user count, and plan information.

Roles

Create and manage permission roles.

• Define custom roles with specific permissions (manage_organization, manage_integrations, manage_users, etc.).
• Assign roles to users.

App Settings

Configure App Tiles — mini-applications on your dashboard.

• Storage Provider — Choose between Local, Google Drive, or OneDrive.
• Connection Status — View and manage connected storage accounts.

Usage Logs (Organization)

Available when you belong to an organization. View token usage across ALL companies in the organization (read-only).

Create Organization

Available only if you don't already belong to an organization. See the Organizations guide for details.

AI Features

Intuidy AI

Select your preferred AI provider for all intelligent features.

• AI Provider — Choose between Intuidy AI (default), OpenAI, Claude, Gemini, DeepSeek, Grok, or Mistral.
• AI Model — Select the specific model (e.g., GPT-4o, Claude 3.5, etc.).
• Connection Status — Verify the provider is connected and working.

Query Settings

Configure how AI processes data queries.

• Process Large Datasets — Toggle whether AI should attempt to process large datasets (may be slower but more complete). When off, AI uses sampling for faster results.

Context

Set custom instructions that are included with every AI request.

• Custom AI Instructions — Free-text field for instructions like "Always respond in bullet points" or "Focus on financial metrics."
• These instructions are appended to every AI call, including summaries, insights, and query generation.
• Also see the AI Context page for managing context snippets (company overview, industry, etc.).

Saving Changes

Most settings tabs have a Save button at the bottom that is only enabled when you have unsaved changes. The button label changes based on the active tab:

• "Save Changes" (Appearance)
• "Save Layout" (Dashboard)
• "Update Password" (Security)
• "Update Profile" (Profile)
• "Save AI Settings" (Intuidy AI)
• "Save Query Settings" (AI Query)
• "Save Context" (AI Context)

Some tabs like Users, Companies, Roles, Billing, and Logs have their own inline action buttons and don't use the global save button.