What this module does
Settings let you configure how TestFactors behaves at four levels:Who can change what
Step-by-step: open and change a setting
Pick your scope
- Project Settings — gear icon at the bottom of any project’s left sidebar
- Client Settings — gear icon next to the client name in the breadcrumbs
- Org Settings — top-right of the app, click your avatar → Organization Settings

Project sidebar with the gear/Settings icon at the bottom-left.
Pick a tab
- General — basic info (name, description)
- Profile — branding (logo, colors, theme)
- Locations — list of work locations / sites (Client and Project only)
- Data Retention — how long to keep workbooks, cycles, execution artifacts
- Defect Routing — auto-assignment rules (Project only)
- Script Templates — custom formats (Project only)
- Integrations — Jira, Slack, etc. (varies by tier)
- Platform — AI model defaults, signup gates (Platform Admin only)

Project Settings page with tab strip across the top: General, Profile, Locations, Data Retention, Defect Routing.
Change a value

A settings field mid-edit with a 'Saving…' spinner; another field below shows the 'Saved' checkmark.
If a field shows 'Inherited from parent'

Two fields side by side: one with 'Inherited from Acme' badge, one with 'Set at this scope' and a Reset button.
Setting your project’s branding
Branding (logo, colors, theme) makes TestFactors feel like your tool — especially helpful when external collaborators are looking at the screen.Open Profile tab
Upload a logo

Logo upload with cropper open, allowing zoom, pan, and rotation.
Pick a color preset

Color preset swatch grid with Indigo selected; the surrounding UI has just re-themed.
Choose Light or Dark default
Data retention
How long TestFactors keeps your data. Each retention setting has sensible defaults you usually don’t need to change.Defect routing rules (Project setting)
Auto-assign defects to specific people based on conditions. See Defects for details.
Defect Routing tab with three rules listed and an 'Add rule' button.
Script templates (Project setting)
Reusable formats for your test scripts. See Test Scripts for details.Inheritance examples
To make inheritance concrete:Example 1: Logo
- Org Acme uploads its corporate logo at Org Profile
- Every Client under Acme inherits the Acme logo
- Client Acme Q2 Project uploads its own logo → that Client now shows its own
- Projects under Acme Q2 Project still inherit Acme Q2’s logo (not Acme corporate’s)
- If a specific Project wants the corporate Acme logo back: open that Project’s Profile, click Reset to inherited on the logo — it falls back to Acme Q2 Project’s logo (the immediate parent). If you want to skip a level entirely, you have to upload it explicitly at the desired level.
Example 2: Data retention
- Org default: 365 days for workbooks
- Client X (regulated industry) needs longer: sets 1825 days at Client level
- Every Project under Client X inherits 1825 days
- One Project that handles only test data wants the org default: sets 365 days at Project level
- Everything works — projects can override clients, clients override orgs
Example 3: Color preset
- Org sets Emerald
- Project Manager of Project Alpha changes to Indigo for that project
- Members in Project Alpha see Indigo; members in Project Beta (still inheriting from Org) see Emerald
- Both are correct — branding is per-scope
Tips
Trust autosave
Use Org-level branding
Don't touch retention unless you must
Document non-default settings
Reset cleans up overrides
Use the schema for audits
Troubleshooting
The fields are all greyed out / read-only
The fields are all greyed out / read-only
- Ask someone with the right role to make the change
- Ask to be promoted (Project Manager for project settings, Client Manager for client settings, etc.)
I saved a value but it didn't take effect
I saved a value but it didn't take effect
- Did the checkmark appear? If you saw a red error, the value failed validation — read the error.
- Are you sure you’re looking at the right scope? A Client override shadows an Org value; you may be seeing the override.
- Refresh the page. Sometimes the in-memory cache lags by a few seconds.
A teammate saved while I was editing — what happens?
A teammate saved while I was editing — what happens?
My logo crop looks wrong after upload
My logo crop looks wrong after upload
I see 'Saving paused…'
I see 'Saving paused…'
I see a deprecated setting
I see a deprecated setting
"use [new-key]" hint. Open the suggested replacement and configure it instead. The deprecated one stays visible for context but won’t accept writes.