Overview
All company configuration lives under /settings. This guide walks through every settings page, who can change what, and the fields on each. Settings are scoped to the current company — if you manage multiple companies, switch company context first.
Usage & Limits
Path: /settings/usage
Read-only dashboard showing your current consumption against your plan limits: tests per month, AI credits, and storage. You can drill down by site to see where usage is concentrated.
AI Import
Path: /settings/ai-import
Controls how BioPortal handles the results the AI extracts from uploaded documents. Three controls: master enable toggle, approval mode, and the warning types that trigger manual review.
Approval mode
- Auto-approve all — every result is approved immediately
- Conditional (default) — auto-approve only when confidence is at or above the threshold AND no warning flags fired
- Always require review — every result goes to the queue for manual approval
Confidence threshold
Slider from 0.0 to 1.0. Default 0.85 (85%). Higher = more manual review but fewer mistakes slipping through.
Warning types that trigger review
Checkboxes for: site mismatch, vessel mismatch, missing required field, validation error, date sequence error, duplicate lab number, low field confidence, low overall confidence. If any checked warning fires on a result, it goes to review regardless of the confidence threshold.
Email Ingestion
Path: /settings/email-ingestion
Every company gets a dedicated inbound address. Forward lab reports there (or have your lab send direct) and attachments feed into the same AI pipeline as manual uploads.
- Inbound address — format:
results-{slug}@submit.bioportal.io. Read-only, with a one-click copy button. - Allowed senders — a whitelist of email addresses. Empty list = allow all (not recommended for production).
- Limits — 10 attachments per email, 10 MB per file, 100 emails per day. Contact support to raise limits.
Notification Preferences
Path: /settings/notifications
User-level toggles for email, SMS, and in-app notifications — plus per-type opt-ins (e.g. overdue schedules, result approved, new assignment). These are your preferences, not company-wide.
Billing & Payment
Paths: /settings/billing, /settings/billing/payment, /settings/billing/invoices
Current plan, subscription status, usage summary, and quick links to payment methods and invoices.
Add, remove, or set a default credit card. Integrates with Stripe — cards are stored securely by Stripe, never on BioPortal.
Every past invoice with date, amount, and status. Download PDFs directly from Stripe.
Account Deletion
Path: /settings/account/delete
Request deletion of your personal account. Your data is soft-deleted immediately and permanently removed after a 30-day grace period. You can cancel the request at any time during that window to restore full access.
Sole admin protection
Lab-owned companies
Companies owned by a Lab Account (where ownedByLabAccountId is set) work slightly differently:
- AI Import and Email Ingestion become read-only for Company Admins — only the owning Lab Admin (or Super Admin) can edit.
- The company does not get its own billing account — the Lab Account covers all billing and usage.
- The Lab Account's branding (logo, colours) replaces BioPortal branding in the header, footer, and page titles for all lab-owned companies.