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Organization Settings ​

Settings that affect your entire organization. Most require admin access.

Vaults ​

Manage file storage containers. See Vaults for details.

Re-align with Server ​

Each connected vault has a Re-align with Server section that checks your local copy against the server and reports how they disagree — files that moved on your disk but not in the vault, files the server no longer has, files with a newer version on the server, and files that only exist locally or have local edits the server hasn't seen. It's available to every user, not just admins, since it only ever touches your own disk.

Opening the check is instant — it reads the same file list the Explorer already shows, so there's no scan to wait for. What it finds is grouped into three kinds:

  • Can be fixed now — moved files put back where the vault expects them, files the server no longer has moved to the Recycle Bin, and outdated files replaced with the server's current version. Each is a checkbox, on by default; untick any you'd rather handle yourself. Moved files default to keeping the server's path, but the list shows every one individually with its vault path and its disk path, so you can flip any file to keep its local path instead — useful when the rename on this machine is the one that should stick. A mixed choice can show more than one confirmation prompt while it runs; the dialog says so rather than leaving you looking at a spinner with no explanation.
  • Needs your decision — local-only files and files with unsaved local edits. Re-align never touches these; it lists them so you can check them in or leave them as they are.
  • For information — files only on the server (re-align doesn't download in bulk), files matching an ignore pattern, and files blocked by an active checkout, whether that checkout is someone else's or your own.

Running the fix reports what happened for each item you selected, and the check re-runs immediately afterward so you see the vault's new state without reopening the dialog.

Members & Teams ​

Manage users and access control.

Users Tab ​

View all organization members:

  • Name, email, avatar
  • Role (admin/member)
  • Teams they belong to
  • Last sign-in time

Actions:

  • Change user role
  • Assign to teams
  • Manage vault access
  • Remove from organization

Teams Tab ​

Teams group users for permission management.

Default teams (created automatically):

  • Viewers - Read-only access
  • Engineers - Standard access
  • Administrators - Full access

Create a team:

  1. Click Create Team
  2. Enter name
  3. Choose icon and color
  4. Set permissions

Roles Tab ​

Workflow roles for approval processes:

  • Design Lead
  • QA Manager
  • etc.

Assign roles to users for workflow approvals.

Titles Tab ​

Job titles for display purposes:

  • Create titles (Engineer, Manager, etc.)
  • Assign to users inline

Company Profile ​

Set organization details:

  • Name - Your company name
  • Logo - Company logo for branding
  • Settings - Organization-wide configuration

Sign-In Methods ​

Control which authentication methods are available for your organization.

Team Members ​

Configure sign-in options for your employees:

  • Google Account - Sign in with Google OAuth
  • Email & Password - Traditional email/password authentication
  • Phone Number (SMS) - Sign in via SMS verification code

Suppliers ​

Configure sign-in options for external suppliers and partners:

  • Google Account - Sign in with Google OAuth
  • Email & Password - Traditional email/password authentication
  • Phone Number (SMS) - Sign in via SMS verification code

!!! note "Security" At least one sign-in method must remain enabled for each user type. Disabling a method prevents new sign-ins but doesn't affect existing sessions.

Serialization ​

Configure part numbering:

  • Prefix - e.g., "BR-"
  • Format - Number pattern
  • Counter - Current sequence number

File Metadata ​

Define custom metadata columns for files:

  • Part number
  • Revision
  • Description
  • Custom fields

RFQ Settings ​

Configure request-for-quote workflow:

  • Email templates
  • Approval workflow
  • Supplier settings

Backups ​

Manual Backup ​

Export your organization's data:

  • Files metadata
  • User data
  • Settings

Scheduled Backups ​

Configure automatic backups (coming soon)

Recovery Codes ​

Generate recovery codes for database access. Store these securely - they allow database recovery if you lose access.