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Settings

Profile, sign-in and security, email preferences, drive sharing, and the organization policies an admin controls.

Settings is reachable by every signed-in user. It holds your personal account controls and, if you administer an organization, the policies that apply to everyone in it.

The tabs

Tab Who sees it What it holds
Overview Everyone Account status, plan, credit usage, and a shortcut to manage the plan
Profile Everyone Display name and how you appear in BriefCatch
Sign-in & Security Everyone Password and sign-in method, including which provider you signed in with
Email preferences Everyone Which BriefCatch emails you receive
Drive Sharing Organization admins Whether members may connect personal drives, and which shared drive the organization exposes
Members Organization admins Invitations, roles, and membership — see Teams and organizations

Personal drive connections live on the Integrations page in the left navigation, not here. This tab is the organization policy for drives; that page is where you actually connect one. See Integrations.

Profile

Your display name is how you appear to other people in your organization — in the member list, on shared documents, and in audit trails. Changes save immediately and the page tells you when they have.

Sign-in and security

Account security actions stay inside BriefCatch’s identity flow. If you signed in through Google or Microsoft, the page says so, and your password is managed by that provider rather than by BriefCatch.

BriefCatch documentation and support will never ask you to paste a password or an access token. Treat any message that does as an attack, whatever it appears to be from.

Email preferences

These control the customer emails BriefCatch sends you — product and lifecycle messages. They are separate from the in-product notification feed, which is not an email channel and is not turned off here.

app.briefcatch.com/settings
The Drive Sharing tab of Settings, listing Microsoft and Google as active connected providers above a document-retention policy toggle for extended retention
Settings → Drive Sharing: which cloud-storage providers the organization has enabled, and the retention policy that lets members keep uploaded documents beyond the one-hour default. Both are admin-only.

Organization policies

Two admin controls have consequences for every member, so they are worth stating plainly:

Allow personal drives

Whether members may connect their own Google Drive or OneDrive. Turning this off removes a route documents can take out of the organization’s control.

Document retention

The organization’s policy for how long uploaded documents are kept. It sets the ceiling members can choose from at upload.

Share a drive with your organization exposes one shared drive to every member, who can then browse it from My Documents. Members are pinned to the drive root you designate — that scoping is enforced by the server, not just hidden in the interface. Turning sharing off removes the organization drive from My Documents for everyone.

An auto-join domain policy, where configured, decides whether someone signing up with your organization’s email domain joins automatically or waits for an invitation.

Word add-in preferences

The add-in carries its own preferences, set inside Word rather than here:

  • Real-time updates refresh suggestions and reports as the document changes. Unavailable in Office Online and Outlook — use Refresh there instead.
  • Inline suggestions underline flagged text in color; selecting an underline opens the related card. Unavailable in Outlook.
  • Preferred view and the AI controls appear only when enabled for your account.

The add-in also links to your account and subscription. Those links open the web portal and stay subject to your role, so an admin following a billing link still lands on the owner-only wall.

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