Workspace Settings

Configure and customize your workspace environment

100+

Settings

5-Min

Setup

Custom

Branding

SSO

Ready

Workspace Settings Overview
Comprehensive configuration options for your knowledge base workspace

Workspace Settings provide complete control over your knowledge base environment. Configure security policies, user permissions, integrations, appearance, and operational parameters to match your organization's specific requirements and workflows.

Admin Access Required

Most workspace settings require workspace admin or owner permissions. Changes are applied immediately and affect all workspace users.

Settings Categories
Organized configuration areas for different aspects of your workspace

Security & Access

Authentication and security policies

  • • Single Sign-On (SSO) configuration
  • • Two-factor authentication settings
  • • Password policies and requirements
  • • IP allowlisting and restrictions
  • • Session timeout and security rules

User Management

User roles, permissions, and policies

  • • Role definitions and permissions
  • • User invitation and onboarding
  • • Default user settings and preferences
  • • User group management
  • • Automated user provisioning

Data & Storage

Content management and storage options

  • • Storage quotas and limits
  • • Data retention policies
  • • Backup and recovery settings
  • • File type restrictions
  • • Content categorization rules

AI & Features

AI capabilities and feature controls

  • • AI model selection and configuration
  • • Feature toggles and availability
  • • Processing limits and quotas
  • • Custom AI prompts and behavior
  • • Integration settings and APIs
General Settings
Basic workspace configuration and preferences
1

Workspace Information

Configure basic workspace details including name, description, logo, and contact information. This information appears in navigation and user interfaces.

Settings: Name, Description, Logo, Time Zone, Language, Contact Info
2

Appearance & Branding

Customize the visual appearance with your organization's branding. Upload logos, set color schemes, and configure the overall look and feel.

Options: Custom Colors, Logo Upload, Favicon, Theme Selection, Custom CSS
3

Localization

Configure regional settings including language, date formats, currency, and number formats for your workspace users.

Regional: Language, Date Format, Time Zone, Currency, Number Format
Advanced Configuration
Technical settings for performance and integration optimization

Performance Settings

Configure processing limits, caching policies, and resource allocation to optimize performance for your usage patterns and user load.

API & Integrations

Manage API keys, webhooks, and third-party integrations. Configure rate limits and authentication for external services.

Notifications

Configure email notifications, in-app alerts, and webhook triggers for various events and system activities.

Backup & Recovery

Set up automated backups, data export schedules, and disaster recovery procedures to protect your knowledge base content.

Security Configuration
Comprehensive security settings and policies

Authentication

  • • SSO Provider Configuration
  • • Multi-Factor Authentication
  • • Password Complexity Rules
  • • Session Management
  • • Login Attempt Limits

Access Control

  • • IP Address Restrictions
  • • Domain Allowlisting
  • • API Rate Limiting
  • • Content Access Policies
  • • Data Loss Prevention
Security Best Practices

Enable all available security features, regularly review access logs, and keep security settings updated. Consider enabling SSO for better user management.

Getting Started
Step-by-step guide to configuring your workspace settings
1

Access Settings

Navigate to Workspace → Settings from the main menu. You'll need workspace admin permissions to access most configuration options.

2

Complete Basic Setup

Start with General Settings: update workspace name, description, and upload your logo. Configure time zone and language preferences.

3

Configure Security

Set up authentication methods, enable two-factor authentication, and configure access restrictions based on your security requirements.

4

Customize Features

Enable desired AI features, set processing limits, configure notifications, and customize the user experience for your team.

5

Test & Validate

Test all settings with a non-admin user account to ensure everything works as expected. Review and adjust settings based on user feedback.

Changes Take Effect Immediately

Most workspace settings are applied immediately and affect all users. Test changes in a development environment when possible.

Regular Review Recommended

Review your workspace settings quarterly to ensure they still meet your organization's needs and security requirements.

Related Documentation
Explore related configuration and management topics