Overview
The Settings section lets you control application preferences, notifications, user access, and integrations.
Access
- Click Settings under Workspace in the left-hand sidebar.
- The Settings page will display multiple sub-sections for customization.
Sub-sections
- General (coming soon) - Workspace name, timezone, language, and default dashboard preferences.
- Notifications
- New RFP Matches: Toggle daily or real-time alerts for new AI-matched opportunities.
- Saved Search Alerts: Alerts based on saved semantic searches (placeholder for now).
- Deadline Reminders: Toggle reminders for upcoming due dates on saved bids.
- Note: Frequency controls (daily vs. weekly) will be released soon.
- Team Members (coming soon) - Invite colleagues to join your workspace and assign roles and permissions.
- Integrations (coming soon) - Connect Publicus to your CRM or other tools, with API access keys and webhook management.
- Appearance (coming soon) - Theme selection (light/dark), font size, and layout options.
Best practices
- Enable New RFP Matches for daily digests to start each morning.
- Turn on Deadline Reminders to avoid missing proposals you've saved.
- Review integrations when available to streamline data flow with your existing tools.
Next steps
- Return to Dashboard Overview to see how your notification settings affect daily workflows.
- Visit Profile Management to update your personal preferences and security settings.
- Check back soon, as more settings features are on the roadmap.