Settings is in the account menu, office only. Only the director changes connections, limits and instructions.
Connections
One folder per outside service: Drafting (Claude), Email (Resend), SMS (Twilio), Microsoft 365. Open a folder and type each field, or Paste all at once with lines written as NAME=value. Press Save and confirm: each folder states who bills for that service. A secret is stored encrypted and never shown again; it can only be replaced or removed. The mark beside each folder is solid when the service is connected.
Next: Pay cycle and invoices ›Pay cycle and invoices
Weekly or fortnightly and the first day of the period (default Monday to Sunday). The address crew invoices are sent to.
Next: Drafting cost and monthly limit ›Drafting cost and monthly limit
What is connected, the model and price, this month's spend against the monthly limit. Reading a bill counts toward the limit.
Next: Drafting instructions ›Drafting instructions
The instructions the BOQ and program drafts follow. They ship ready; the director can adjust them.
Next: Microsoft 365 ›Microsoft 365
Settings shows the redirect address the Microsoft administrator adds to the app registration. Once the three fields are saved, Sign in with Microsoft works for the company.
Next: Bring records in (director only) ›Bring records in (director only)
Choose a records file. BulkDesk first shows what is in it and writes nothing until you confirm. Loading the same file twice adds nothing new.