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Workspace settings

Configure a workspace's general settings.

Workspace configuration lives in the Settings tab, which groups pages into Account, Administration, Data, Agent, and Monitoring. The workspace-level controls an administrator manages are all under Administration.

What lives under Administration

The Administration group is a heading rather than a page of its own, so it has no landing screen. It gathers these pages:

PageWhat it is for
GeneralThe workspace name, color, and description
MembersPeople with access to the workspace
RolesPermission sets you assign to members
TeamsGroups used to organize members
IntegrationsWorkspace-level connections such as SFTP
WorkspacesSwitch between or create workspaces
SpacesUse-case groupings of data objects, canvases, and agents
The Administration group in the Settings sidebar: General (selected), Workspaces, Spaces, Members, Roles, Teams and Integrations.
The Administration group in Settings gathers the workspace-level pages.

Edit general settings

The General page is where you set a workspace's identity.

  1. Open Settings, then General under Administration.
  2. Edit the Name field. This value appears in the workspace switcher and across the app.
  3. Pick a workspace Color from the color selector. The color is used as the workspace's visual accent.
  4. Optionally fill in the Description to explain the workspace's purpose.
  5. Click Save changes. The button stays disabled until you make an edit.
The General settings form with a Workspace name field, a Color selector set to Primary, a Description textarea, and a Save changes button.
The General page: the workspace name, color and description, saved with Save changes.

There is no logo or full branding upload on this page. Workspace identity is limited to the name, color, and description.

Workspaces vs Spaces

Two nearby pages are easy to confuse. Workspaces is where you switch to or create a separate workspace, which is the multi-tenant boundary for your data. Spaces organize content inside a single workspace into use-case groupings. For the conceptual difference, see the linked concept page below.

Where to go next