Settings

Customize Cothon to match your workflow, configure integrations, and manage your account preferences. Settings are organized into categories for easy navigation, with most changes saving automatically.

Settings Overview

General Settings

Language, timezone, date formats, and default views

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Appearance

Customize theme, layout, and display preferences

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AI Configuration

Configure AI behavior and model preferences

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Notifications

Manage alerts, emails, and notification channels

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Security

Account security, sessions, and access controls

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Privacy

Data retention, privacy settings, and data sharing

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Strategic Priorities

Configure strategic priorities for bid decision scoring

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Advanced Settings

API keys, developer mode, and export configurations

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Subscription & Billing

Plan management, billing, usage limits, and upgrading

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Accessing Settings

Settings Categories

Quick Settings Access

Keyboard Shortcuts

Command Palette

Open the command palette () and type:

• "settings" - Open settings
• "dark mode" - Toggle theme
• "notifications" - Notification settings
• "2fa" - Security settings
• "ai config" - AI configuration
• "billing" - Subscription management

Account Settings

Profile Information

Your profile appears throughout Cothon when you create content, comment, or collaborate.

Updating Your Profile

Profile Photo Guidelines

• Recommended size: 400x400 pixels
• Formats: JPG, PNG, or WebP
• Max file size: 2 MB
• Gravatar: Automatically used if no custom photo uploaded

Email Settings

Your email address is your unique identifier in Cothon.

Primary Email

Your primary email is used for:

• Login: Sign in to your account
• Notifications: Receive alerts and updates
• Password recovery: Reset your password
• Important announcements: Security and billing updates

Changing Your Email

Secondary Emails

Add secondary emails to:

• Receive invitations sent to multiple addresses
• Use alternative login methods
• Backup account recovery options

Password Management

Strong passwords protect your account and your organization's data.

Password Requirements

Your password must include:

• Minimum 12 characters (16+ recommended)
• At least one uppercase letter (A-Z)
• At least one lowercase letter (a-z)
• At least one number (0-9)
• At least one special character (!@#$%^&*)
• Cannot reuse last 5 passwords
• Cannot contain your email or name

Changing Your Password

Password Best Practices

• Use a password manager: Generate and store unique passwords (1Password, Bitwarden, LastPass)
• Enable 2FA: Add two-factor authentication for extra security
• Don't share passwords: Even with trusted colleagues
• Change if compromised: Update immediately if you suspect exposure
• Unique per service: Never reuse passwords across sites

Password Recovery

If you forget your password:

1. Click Forgot Password on the login page
2. Enter your email address
3. Check email for reset link (expires in 1 hour)
4. Create a new password
5. Log in with new credentials

Recovery links expire after one use or one hour, whichever comes first.

Data Management

Export Your Data

Download a complete copy of your data for backup, migration, or compliance purposes.

What's Included in Exports

Your export includes:

• Analyses: All bid analyses with requirements, matches, and scores
• Proposals: Generated proposals in original format
• Saved opportunities: Your opportunity pipeline and filters
• Documents: Uploaded files and generated content
• Settings: Your configuration and preferences
• Activity history: Your actions and interactions
• Comments: Your comments and annotations
• Templates: Custom templates you've created
• Capability profiles: Your company capabilities

Exporting Your Data

Export Retention

• Download link: Valid for 7 days
• Storage: Not stored permanently on servers
• Regeneration: Can request new export anytime
• Size limits: Individual exports up to 5 GB

Delete Account

Permanently delete your Cothon account and all associated data.

What Happens When You Delete

• Immediate: Account deactivated, cannot log in
• 7 days: Grace period where you can cancel deletion
• 30 days: Complete data deletion from all systems
• Shared content: Transferred to organization or deleted per your choice
• Team content: Remains with organization if you contributed to shared projects

Before You Delete

1. Export your data: Download a copy of your work
2. Transfer ownership: Reassign any content you own
3. Inform your team: Let colleagues know you're leaving
4. Cancel subscriptions: If you're a billing admin
5. Remove integrations: Disconnect connected services

Deleting Your Account

Canceling Deletion

During the 7-day grace period:

1. Click the link in your deletion confirmation email
2. Or log in and go to Settings > Account
3. Click Cancel Account Deletion
4. Your account will be fully restored

Syncing Settings

Cothon automatically syncs most settings across devices when you're logged in.

What Syncs

Settings that sync across all your devices:

• Theme preferences (light/dark mode)
• Notification settings
• AI configurations and preferences
• Keyboard shortcuts (custom)
• Default view modes
• Language and timezone
• Strategic priorities
• Filter presets
• Saved searches

Device-Specific Settings

Some settings are unique to each device:

• Window size and position
• Panel collapse states
• Sidebar width
• Zoom level
• Recent files list
• Open tabs/documents
• Scroll positions

Sync Status

Check sync status in Settings > Account > Sync:

• Last synced: Timestamp of most recent sync
• Sync status: Active, pending, or error
• Sync conflicts: If different values exist across devices

Manual Sync

Force an immediate sync:

1. Go to Settings > Account > Sync
2. Click Sync Now
3. All settings update to latest values

Resolving Conflicts

If settings conflict across devices:

1. Go to Settings > Account > Sync
2. View conflicting settings
3. Choose which version to keep:
   • This device: Use local settings
   • Server: Use synced settings
   • Manual: Choose per setting
4. Click Resolve Conflicts

Restoring Defaults

Reset settings to factory defaults when needed.

Reset Individual Categories

Reset specific setting categories:

Reset All Settings

Restore all settings to factory defaults:

What Resets

When you reset settings:

• Included: All preferences, UI configuration, defaults
• Excluded: Your data, account info, integrations
• Preserved: Organization settings (if you're an admin)

Post-Reset Actions

After resetting:

1. Re-enable 2FA: Security settings are reset
2. Reconfigure AI: Set your preferred models again
3. Reconnect integrations: OAuth tokens are preserved but may need re-auth
4. Customize appearance: Theme returns to default
5. Set notifications: All notification preferences reset

Settings Best Practices

Regular Maintenance

• Monthly: Review notification settings and adjust as needed
• Quarterly: Audit security settings and active sessions
• Annually: Export your data for backup
• As needed: Update profile information when role changes

Performance Optimization

Optimize Cothon's performance through settings:

• Reduce animations: Settings > Appearance > Animations > Reduced
• Limit concurrent AI: Settings > AI > Performance > Lower concurrent ops
• Disable unused features: Settings > Advanced > Feature flags
• Clear cache regularly: Settings > Advanced > Clear cache

Collaboration Tips

Configure settings for better teamwork:

• Enable presence: Show when you're online
• Set working hours: Limit notifications outside business hours
• Configure mentions: Get notified when @mentioned
• Share status: Set "In a meeting" or "Focus mode"

Security Checklist

Essential security settings to configure:

• Enable two-factor authentication
• Set strong, unique password
• Review active sessions monthly
• Enable login notifications
• Limit API key permissions
• Set session timeout
• Configure IP restrictions (if available)

FAQ

Troubleshooting

Settings Not Saving

If settings don't persist:

1. Check internet connection: Settings sync requires connectivity
2. Clear browser cache: Old cache may interfere
3. Disable browser extensions: Ad blockers may block sync
4. Try incognito mode: Rules out extension conflicts
5. Contact support: If issue persists

Settings Look Different on Mobile

Mobile devices have adapted settings:

• Simplified UI for smaller screens
• Touch-optimized controls
• Some advanced settings hidden
• Access full settings on desktop

Can't Access Certain Settings

If settings are grayed out or hidden:

• Organization policies: Admins may restrict certain settings
• Plan limitations: Some features require higher plan tier
• Role permissions: Your role may not include access
• Feature flags: Setting may be in beta

Settings Reset Unexpectedly

If settings revert:

1. Check if organization admin changed defaults
2. Verify you're logged into correct account
3. Check for sync conflicts (Settings > Account > Sync)
4. Review activity log for changes
5. Contact support if unauthorized changes

Next Steps

• General Settings - Configure language, timezone, and defaults
• Appearance - Customize the look and feel
• AI Configuration - Tune AI behavior
• Notifications - Control alerts and updates
• Security - Secure your account
• Strategic Priorities - Configure bid decision criteria
• Advanced Settings - Developer tools and exports
• Subscription - Manage billing and plan