Workspace settings
Find your way around the Settings tab, configure a workspace's name, colour, description, sharing and channels, and manage the organization's workspaces.
Configuration lives in the Settings tab, the third of the sidebar's tabs (⌘⇧S, or Ctrl+Shift+S on Windows). It opens on Agent Studio and groups its pages, in this order:
| Group | Pages | See |
|---|---|---|
| Agent Studio | Agents, Models, Skills, Tools, Memory, Connectors, Vaults, Guardrails | Agent Studio |
| Extensions | Mailbox, SFTP, Financial Data, Web Search: add-ons a workspace switches on | Mailbox, Managed SFTP, Web Search |
| Account | Profile: your own picture, name, theme, density and language | Profile |
| Organisation | General, Workspaces, Limits & Quotas: settings that apply to every workspace of your organization | Hosting & data regions, Limits & Quotas |
| Workspace | General, Spaces, Members, Channels, Roles, Teams: the workspace you are in | This page |
| Features | Task Fields, Data Objects, File Fields, Display | Display |
| Analytics | Exception Framework | Exception framework |
| Monitoring | Agent Usage, Data Usage, Workflow Usage | Monitoring |
The app's version is shown at the foot of the Settings panel.
What lives under Workspace
The Workspace group is a heading rather than a page of its own, so it has no landing screen. It gathers these pages:
| Page | What it is for |
|---|---|
| General | The workspace name, colour and description, and how its spaces may be shared |
| Spaces | Use-case groupings of the workspace's items |
| Members | The people in the workspace, and the invitations still waiting for an answer |
| Channels | Every public and private channel, to manage |
| Roles | Permission sets you assign to teams |
| Teams | Groups used to organize members and give them a role |
Managed SFTP, which used to sit here, is now under Extensions, as SFTP; old links to it still land on its page.
Edit general settings
The workspace's General page is where you set its identity.
- Open Settings, then General under Workspace.
- In the Details section, edit the Workspace name. It is shown in the workspace switcher, the workspace menu at the top of the sidebar, and takes letters, numbers and spaces only.
- Pick a Color. It colours the workspace's badge in the switcher, and the mark beside the greeting on the New Thread page.
- Optionally fill in the Description, a short note on what the workspace is for.
- As soon as you change a field, a You have unsaved changes bar appears. Click Save changes to save, or Discard to roll back.
There is no logo or full branding upload on this page. Workspace identity is limited to the name, colour, and description. The organization's ID is on the organization's own General page.
Sharing
The Sharing section on the same page decides whether this workspace's spaces can be shared outside it:
- External sharing: Lets this workspace's spaces be shared with people outside it. It is on until turned off. Turning it off pauses every invitation and ends every public link.
- Public links: Lets a space of this workspace be opened by anyone with its link, without signing in. It is off until turned on, and needs External sharing. Turning it off ends every public link.
To share a space once these allow it, see Share a Space.
Each switch saves as soon as you flip it. By default only administrators can change them.
Manage channels
Channels, under Workspace, lists every public and private channel in the workspace. A private one you're not in is here to manage, not to read. It is the administrators' page: anyone else sees Only administrators manage channels.
Each row shows the Channel, with a # for a public channel and a lock for a private one, its Members (Everyone for a public channel, a count for a private one), who Created by it (Built in for #general), and its Last message. The search in the header filters the list, and the archive button beside it shows archived channels too.
A row's ⋯, or a right-click, offers Copy link, Rename, Members for a private channel, and Archive, or Restore for an archived one. Every workspace keeps its #general: it cannot be renamed or archived. Clicking a row opens the channel, but only one you can read: a private channel you are not in stays closed to you, even here.
To create channels and use them, see Channels.
Manage the organization's workspaces
The Workspaces page, under Organisation, lists every workspace in your organization, with a search button and a Show archived button. Click a workspace you belong to, or choose Open workspace from its ⋯ menu, to go to it, or Open in new tab. The same menu offers:
- Rename: change the workspace's name, colour and description.
- Archive: hide the workspace from everyone until it is restored. An archived workspace offers Restore instead.
- Delete: permanently delete the workspace and all of its data (tables, files, members, roles and workflows). You confirm by typing the workspace's name. This cannot be undone.
To switch workspaces day to day, use the workspace menu at the top of the sidebar instead. See Navigating the workspace.
Workspaces vs Spaces
Two nearby pages are easy to confuse. Workspaces (under Organisation) manages the organization's separate workspaces. Spaces (under Workspace) organizes content inside a single workspace into use-case groupings.
What a workspace keeps apart, and what its organisation sets for all of them, is in Organisation.
Where to go next
- Manage access: Members
- Bring files in over SFTP: Managed SFTP
- Organize content: Manage Spaces
- Share a Space outside the workspace: Share a Space