Workspace Settings

Customize your Workspace name, Company name, add a logo, customize brand colors, and define which email domains will be used for invites.

Navigation

• General
• Integrations
• Files
• Members
• Subscription
• User Preferences

General

Workspace Identity: Set the workspace name, company name, and specify email domains for automatic member access.

AI Context Description: Provide product and business descriptions to enhance AI-powered reports, apps, and dashboards.

Branding: Upload a logo and define primary, secondary, and accent brand colors. Preview and apply themes, copy CSS, and reset colors as needed.

Integrations (Pro Only)

Database Integrations: Manage your Supabase project connection details.

Model Context Protocol (MCP): Add and manage MCP connections for advanced AI context.

API Integrations: Link external APIs and manage schema and context settings.

Slack Integrations: Connect Slack channels to projects and generate reports via bot commands and mentions.

Files

File Management: Upload, filter, and manage files across all workspace projects. Track file status, size, and uploader information.

Members

Member Management: Invite users, assign roles (Owner, Admin, Project Creator, Member), and manage access to this workspace (you can also manage members within individual Projects).

Subscription

Plan Management: View and manage your workspace's subscription plan, status, and billing history. Upgrade or purchase plans as needed.

User Preferences

Personal AI Preferences: Set global preferences for report generation, chart types, and data presentation.

Workspace AI Preferences: Define your role in this workspace and specific settings and requirements for all projects in this workspace.