Workspace Settings

The Workspace Settings section allows admins and managers to configure key elements of their workspace, ensuring it is tailored to meet the needs of the organization. From managing members to configuring AI models, this section provides all the tools necessary for maintaining and optimizing a workspace.

How to Access Workspace Settings

1. From your workspace, click on Your Workspace Name on the top menu.

2. Select Workspace Settings from the dropdown options.

Key Sections of Workspace Settings

General

Configure basic settings for your workspace, such as the name, workspace URL, and workspace icon. These elements help identify and customize your workspace.

Members

Manage who has access to the workspace, assign roles (Admin, Manager, User), and invite new members. This section ensures that the right people have the appropriate permissions within the workspace.

Models & Credentials

Set up and manage the AI models available to your team. You can add API keys for different AI models (such as OpenAI, Anthropic, Perplexity), and enable or disable models based on your team’s needs.

Custom Instructions

Create and manage custom instructions that can be applied to AI prompts. These instructions help fine-tune the behaviour of AI models, allowing them to respond in line with your organization's specific tone, style, or guidelines.