WatchMyCover settings: every tab explained

Settings in the sidebar has seven tabs. Each has its own address, so you can link a colleague straight to one. The tab names are shown exactly as they appear in the app. Members can open every tab, but controls they cannot use are disabled or hidden.

​

Organization

Company details: Company logo, Company name, Country, Address line 1, Address line 2, City, State, ZIP code and Time zone. Outside the United States the last two address fields read State / province and Postal code. Start typing in Address line 1 to pick your address from the suggestions. The logo is shown beside your company name in the app, at the top of the emails sent in your name, and on the page where a subcontractor uploads a certificate. Any PNG, JPEG, SVG, WebP or GIF works; it is saved as soon as you choose it and stored as a small PNG. Change logo replaces it and Remove takes it away. The time zone decides which calendar day a policy expires on, and when reminders go out. Changing it re-checks every subcontractor. Picking a suggested address moves Time zone to match, so check it before saving. Country is shown but cannot be changed here. It was chosen when the workspace was set up, and it decides the currency every limit is written in: the line under the field names it. Amounts are never converted, so a register cannot change currency part way through. If the country is wrong, write to support. Account shows your workspace URL, who you are signed in as and your role. Your own name and email address cannot be changed here. To change your password, sign out and use Forgot your password? on the sign-in page. Need a hand, or think a verdict is wrong? → Email us writes to info@watchmycover.com.

​

Team

Invite colleagues and manage roles. See Team and roles.

​

Trades

The list you choose from in the Trade field when you add or edit a subcontractor. Every account starts on a standard list of construction trades. Change anything and the list becomes your own. Each change is saved as you make it.

• Add trade: type a name and it joins the list, which is kept in alphabetical order. A name already on the list, whatever its capitals, is not added twice. A list holds up to 100 trades.
• Rename (the pencil): changes the name on the list and on every subcontractor that has it, archived ones included.
• Remove (the bin): takes the trade off the list only. Subcontractors that have it keep it. The last trade on a list cannot be removed.
• Restore the standard list: shown once the list is your own. It replaces your list with the standard one and changes no subcontractor.

A trade that is not on the list can still be typed in under Other (type it), and an import keeps whatever trade the spreadsheet gives.

​

Renewal chasing

Organization and chasing settings can still be changed after a trial has ended, so you can always switch chasing off.

​

The Monday brief

One email a week to your office: the Replies go to address, or the owner when none is set. It goes out on Monday morning in your time zone and says who changed status in the last seven days, whose cover ends in the next 14 days with the contact or agent to ring, how many certificates are waiting to be read, how many chase emails went out and bounced, and which exceptions are about to end. A week with nothing to say sends nothing. It is on for a trial in progress and for a paying account, whether chasing is on or off, because it is mail to you and not to your subcontractors. Owners and admins can turn it off under Settings → Renewal chasing → Monday brief.

​

Plan & billing

Your plan, price and trial end date, and what it includes. See Plans and billing.

​

Your account

Settings for your own account. Your profile holds your name, which you can change and Save name; it is what your team sees, on invitations and in the activity log. Your email address is how you sign in and cannot be changed here. Below it are confirming your email address and two-factor sign-in. The owner also sees Team sign-in, to require two-factor sign-in for everyone.

​

Export & sharing

Your data → Download CSV exports the register. Share a compliance report creates read-only report links.

​

Help in the app

Help, at the top right of every page beside the notification bell, opens a chat with an AI assistant. Ask how to do something in WatchMyCover and it answers from these help pages, with a link to the article the answer came from. Ask about your own register and it looks it up: “who expires this month?”, “what is outstanding for Apex Electric?”, “who on the Elm Street project is non-compliant?”.

• What it can answer: how the product works, from these help pages and the public website, and what is in your own register: a summary, a list of subcontractors by name, trade, status, project or expiry, and one subcontractor’s status, findings, exceptions and cover in force. It can only read, and only your organization’s register. It cannot see email addresses, phone numbers, documents or billing, and it cannot change anything. It does not give insurance advice: it will say what is on file and what you require, never whether that is enough.
• Switching register answers off: the owner can turn off Help can read your register under Settings → Export & sharing. Help then answers from the help center only, and nothing from your account is sent to the assistant’s provider.
• Talk to a person sends the chat so far to the WatchMyCover team, and a person replies by email to the address you sign in with. Ask your question first, so they know what it is about. A question the assistant cannot answer is sent to the team the same way.
• End chat closes the chat and asks for a rating from 1 to 5, or Skip. After that you can Download the chat as a text file, choose Email it to me, or start a New chat.
• Limits: a message can be up to 1,000 characters and a chat up to 50 questions. A team can ask 200 questions in a calendar month; the count starts again on the 1st, and Talk to a person still works after it is reached.

Chats are saved, with your name, email address, company, an approximate location and any rating you give. See Security and privacy for what is sent to the assistant’s provider.

​

Light or dark, and the sidebar

Two buttons change how the app looks in the browser you are using. They are kept in that browser, not on your account.

• The moon (or sun) at the top right of every page switches between the light and the dark theme.
• The button at the top of the sidebar, beside your company’s name, folds the sidebar down to a rail of icons, which gives the page more room. Point at the rail, or tab into it, and it opens over the page; choose the button at the top of the rail to keep it open.