Settings is where admins manage who can log in and the category vocabulary the whole portal uses. It has two subtabs: Users and Categories.

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Settings is admin-only. Reviewers and view-only users won't see (or can't change) these controls.

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Users — the login allow-list

Sign-in is invite-only. The Users tab is the allow-list of everyone permitted to log in.

Settings → Users

• Invite — enter an email and pick a role, then Invite. Until an email is added here, that person gets "Access pending / not authorized" at sign-in.
• Role — change a user's role from the dropdown.
• Active toggle — deactivate someone to revoke access without deleting their history; re-enable anytime.
• Remove — delete a user from the allow-list.

Roles

• Admin — full access, including Settings and user management.
• Reviewer — works vendors, insurance, contracts, and payments, but not Settings.
• View-only — can look up vendors and documents but not change anything.

Categories

The Categories tab manages the master list of work categories and which work classes each applies to — the vocabulary behind the Overview category summary and coverage matrix.

Settings → Categories

• Add a category with a name and the classes it applies to.
• Edit a category's name or classes inline.
• Reorder with the up/down controls to change display order.
• Delete categories that are no longer used.