Settings
Your firm profile, approval rules, service rates, templates, audit log and billing — the controls that make CorpSec AI work the way your firm does.
Getting to Settings
Open Settings from the menu. A rail down the side lists the sections: Profile, Firm, Members, Partners, Billing, Rules, Templates, Audit Log and Account (plus Feedback for admins). Most changes here are admin-only — if you are not an admin you can usually see a section but the edit controls are gated.
Profile and Firm
Profile shows your own email and role, plus a personal "Your impact" summary of your activity. Firm is the firm’s identity — an admin can rename the firm here; everyone else sees a read-only view with "Only firm admins can rename the firm."
Members and Partners
Members is team management — invite colleagues, change roles, remove people, and handle pending invites (covered in Team & roles). Partners lets you manage partner firms / referrers you work with.
Rules — approval rulesLive
The Rules section is where an admin sets approval rules per task type — for example, requiring a higher approval level when an amount is over a threshold. Each rule has a task type, an approval level, and an optional condition; you can toggle rules active or inactive.
Approval rules are admin-only. A non-admin who opens Rules sees the request-access prompt for "Custom compliance rules".
Billing and the fee schedule
Under Billing you manage your plan and usage, bill your own clients, and maintain your fee schedule — your firm’s client-facing price list. Each line has a name, an optional task type it applies to, an amount and currency (SGD by default), a billing basis (one-time or annual), and an optional discount. These prices flow into the quotes and engagement letters the AI drafts.
Editing the fee schedule is an admin action; others see a request-access prompt.
Templates
The Templates section has two sub-tabs. Workflows lets admins tailor the step-by-step workflows for each task type — fully covered in Customize workflows. Documents lists your document templates and lets admins turn them on or off.
Uploading your own document template is not yet available — the "New template" button sends a request to enable it rather than uploading a file. Turning existing templates on/off, and full workflow customization, both work today.
Audit Log
The Audit Log is a paginated, read-only history of everything that happened in your firm — time, action, user and details. It cannot be edited or deleted. See Security & your data for why that matters.
Account, plan and data export
The Account section shows your current plan and version, holds the Export firm data tools (JSON / CSV / ZIP — see Security & your data), and has the sign-out control.
Frequently asked questions
Why can’t I edit some settings?
Most settings are admin-only. If you are a Reviewer, Preparer or Viewer you can usually see the section, but editing is gated with a prompt to request access from your admin.
Where do the prices in my quotes come from?
From the fee schedule under Billing. Keep it up to date and the AI will use your real prices when it drafts quotations and engagement letters.
Can I upload my own Word template?
Not yet. You can enable or disable the built-in document templates, and clicking "New template" sends a request to enable custom uploads. Workflow templates, however, are fully customizable today.
This is a product guide for CorpSec AI. Where a feature runs on demo data or is not yet released, it is labelled as such. Compliance references are general information for Singapore corporate service providers, not legal advice.