Workspace Settings
2 min read
Workspace settings provide a central place to review and manage workspace-level configuration.
The settings page is organized into sections on the left. Selecting a section changes the details shown on the right.
General
Section titled “General”Use General to manage basic workspace information.
You can:
- Update the workspace name
- Update the workspace description
- Copy the workspace ID
- Review when the workspace was created
- Review the workspace owner
The workspace name is required. Unsaved changes show Cancel and Save Changes actions.
Members & Access
Section titled “Members & Access”Use Members & Access to review workspace membership and access health.
This section includes:
- Member summary counts
- Search and filters
- Workspace role filtering
- Project access filtering
- Group membership filtering
- Recent member activity
- Remove-from-workspace action
Learn more: Members & Access Overview
Projects
Section titled “Projects”Use Projects to review project access posture across the workspace.
This section includes:
- Direct user counts
- Group access counts
- Access mix labels
- Attention indicators
- Search, filtering, and sorting
- Links to open projects
Learn more: Workspace Projects Overview
Customization
Section titled “Customization”Use Customization to review shared workspace setup for structure, reuse, and variable-driven content.
This section includes:
- Custom fields
- Shared steps
- Parameters
- Counts and status labels
- Links to manage each area
Learn more: Workspace Customization Overview
Integrations
Section titled “Integrations”Use Integrations to open integration management.
The settings section links to the full integrations page, where available connections and connection settings are managed.
Learn more: Integrations
Security & Access
Section titled “Security & Access”Use Security & Access to review access-token health and available security tools.
This section includes:
- Access-token counts
- Active, disabled, and expiring-soon token metrics
- Link to Access Tokens
- Link to Audit Logs
- Single Sign-On marked as planned
Learn more: Workspace Security & Access
Billing
Section titled “Billing”Billing is visible in workspace settings, but its cards are marked Coming Soon.
Visible cards include:
- Subscription Plan
- Usage & Limits
- Invoices & Billing History
These cards are informational placeholders today.
Advanced
Section titled “Advanced”Advanced settings are visible, but their cards are marked Coming Soon.
Visible cards include:
- Export Workspace Data
- Data Retention
- Delete Workspace
These cards are informational placeholders today. The Delete Workspace card is also marked as a dangerous area.
Next Steps
Section titled “Next Steps”- Review Members & Access Overview
- Review Workspace Projects Overview
- Review Workspace Security & Access