Settings & Company Tutorial
In both apps, your personal settings live on Profile. Where the company settings live depends on the app:
| QuickInspect | YachtInspect | |
|---|---|---|
| Profile | The last item of the bottom bar: Home · Incidents · Actions · Inspections · More · Profile (in the left sidebar on wide screens) | The fifth tab: Home · Findings · Reports · Lists · Profile |
| Company settings | More › Setup & company › Settings, with Company, Modules & feature access, Members & roles, Billing and Alerts | There is no separate Settings screen. KeyUsers use Lists › Edit Company / Team and Lists › Billing & Subscription |
This tutorial walks through the Profile menu, company branding, 2FA enforcement, AI usage limits, seat management and languages.
The Profile Menu
| Menu Item | Description | App |
|---|---|---|
| Change Project | Switch between the projects you have access to | Both |
| Edit Profile | Update your name, contact details, and profile picture | Both |
| Change Password | Set a new password for your account | Both |
| AI usage | See how much of your daily AI budget you have used | QuickInspect |
| Customize navigation | Choose the three middle slots of the bottom bar | QuickInspect |
| Two-Factor Authentication | Enable or manage Two-Factor Authentication (TOTP-based) | Both |
| Biometric Login | Enable fingerprint or face recognition for faster sign-in (on supported devices) | Both |
| Notifications | Configure push notification preferences | Both |
| Language | Switch the app language (see Language Setting below) | Both |
| Reset Walkthroughs | Re-enable in-app walkthroughs that you previously dismissed | Both |
| Dark / Light Mode | Toggle dark mode on or off | Both |
| Documentation | Open the documentation hub (this website) | YachtInspect |
| Log Out | Sign out of your account | Both |
| Delete Account | Permanently delete your account and all associated data | Both |
Warning
Deleting your account is permanent and cannot be undone. Make sure to export any reports or data you need before proceeding.
Company Branding
QuickInspect QuickInspect only
KeyUsers set the company's branding under More › Setup & company › Settings › Company, in the Logo & Images section:
- Logo and Icon: the company logo is printed on the PDFs QuickInspect generates, such as inspection, incident, risk assessment and permit PDFs
- Company color
YachtInspect YachtInspect only
KeyUsers set the company's branding under Lists › Edit Company / Team, in the Logo & Images section. It appears across the survey reports your team generates:
- Logo and Icon: displayed on cover pages and report headers
- Footer Image: shown in the report footer
- Company Color and Company Font: applied to report elements
Tip
Use a transparent PNG for your company logo. It looks best on every background and page format.
Two-Factor Authentication (2FA) Enforcement
KeyUsers can enforce 2FA in the Security & 2FA section of the company settings (QuickInspect: Settings › Company; YachtInspect: Lists › Edit Company / Team):
- Per-role enforcement: Require 2FA for specific roles (e.g., only Key Users).
- All-users enforcement: Require 2FA for every user in the company.
- Grace period: Set a grace period (in days) to give users time to set up 2FA before enforcement kicks in.
2FA uses TOTP (Time-based One-Time Password) -- users scan a QR code with an authenticator app. Recovery codes are also provided for account recovery.
Individual users can enable 2FA voluntarily from Two-Factor Authentication on their Profile, even without company enforcement.
Authentication Options
Both apps support:
- Email and password: Standard sign-in
- Two-Factor Authentication (2FA): TOTP via authenticator app
- Biometric login: Fingerprint or face recognition
- Recovery codes: Backup codes for regaining access if the 2FA device is lost
QuickInspect also offers sign-in with Apple, Google or Microsoft, and Company SSO for companies that have single sign-on set up. YachtInspect offers Continue with Apple on Apple devices.
AI Usage Limits
AI usage is metered per company, with a per-user daily limit and a per-company monthly limit. When enforcement is on and a limit is reached, AI features pause until the limit resets.
- QuickInspect QuickInspect only -- check your own usage under Profile › AI usage (your company can hide this row). KeyUsers see the company-wide AI Usage Dashboard under Settings › Company. See AI Generation.
- YachtInspect YachtInspect only -- KeyUsers see the AI Usage Dashboard under Lists › Edit Company / Team and set the company's AI instructions from AI Settings in the Report Designer's AI panel. See the AI Tools Tutorial.
Seat Management
Company plans include seat limits for the paid roles:
- Standard seats: Maximum number of Standard-role users
- KeyUser seats: Maximum number of Key User-role users
When a limit is reached, no additional users of that role can be added until seats are freed or the plan is upgraded. Members never buy a seat themselves; the company manages the plan.
- QuickInspect QuickInspect only -- seats are shown under Settings › Billing (open to company owners and users who have been given billing access); roles are changed under Settings › Members & roles.
- YachtInspect YachtInspect only -- KeyUsers see seat usage and invite users under Lists › Billing & Subscription.
Language Setting
Changing the language updates the entire interface, and the AI answers in the language you have selected.
- QuickInspect -- English, German, French, Spanish, Italian, Portuguese, Dutch, Polish and Romanian. Your company can add further languages.
- YachtInspect -- English and German.
Offline Support
Both apps include SQLite-based offline support, allowing you to continue working when you do not have an internet connection. Data syncs automatically when connectivity is restored.
Next Steps
- Manage your team in the Team Management Tutorial
- Track actions in the HSE Management Tutorial QuickInspect only
- Create report templates in the Templates Tutorial YachtInspect only