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Workspace Settings

Configure your workspace preferences, branding, security, and integrations.

General Settings

Workspace Information

  1. Go to Settings → Workspace
  2. Update general info:
Setting Description
Name Your workspace name
URL Slug Unique identifier (e.g., acme-inc)
Timezone Default timezone for scheduling
Logo Displayed in UI and emails

Change Workspace Name

  1. Click Edit next to the name
  2. Enter new name
  3. Click Save

Branding

Customize the look and feel:

Upload your company logo:

  • Format: PNG, SVG, or JPG
  • Size: At least 200x200px
  • Background: Transparent recommended

Colors

Set brand colors:

Color Used For
Primary Buttons, links, accents
Secondary Hover states, backgrounds

Portal Branding

Customize customer-facing portals:

  • Custom domain
  • Favicon
  • Email templates
  • Login page

Authentication

Single Sign-On (SSO)

Enable enterprise SSO:

Provider Status
Google Workspace ✅ Available
Microsoft 365 ✅ Available
SAML 2.0 ✅ Available
OIDC ✅ Available

Configure SSO

  1. Go to Settings → Authentication
  2. Click Configure SSO
  3. Select provider
  4. Enter configuration:
    • Client ID
    • Client Secret
    • Domain
  5. Test and enable

Enforce SSO

Require all members to use SSO:

  1. Enable Require SSO
  2. Set grace period for existing users
  3. After grace period, password login is disabled

Security

Two-Factor Authentication

Require 2FA for all team members:

  1. Go to Settings → Security
  2. Enable Require 2FA
  3. Set compliance deadline
  4. Members must enable before deadline

Session Settings

Setting Options
Session timeout 30min, 1hr, 4hr, 24hr
Remember me Enable/Disable
Concurrent sessions Limit per user

IP Allowlist

Restrict access by IP:

  1. Enable IP Allowlist

  2. Add allowed ranges:

    192.168.1.0/24
10.0.0.0/8
203.0.113.45
  3. Save changes

Integrations

Webhooks

Send events to external services:

  1. Go to Settings → Integrations → Webhooks
  2. Click + New Webhook
  3. Configure:
    • URL: https://your-service.com/webhook
    • Events: Select which events to send
    • Secret: For signature verification

Supported Events

Event When Fired
automation.run.started Automation begins
automation.run.completed Automation finishes
automation.run.failed Automation fails
member.invited Team member invited
member.joined Invite accepted

Webhook Payload

{
  "event": "automation.run.completed",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "run_id": "run_123",
    "automation_id": "auto_456",
    "status": "success",
    "duration_ms": 1250
  }
}

Notifications

Email Notifications

Configure workspace-level notifications:

Notification Recipients
Weekly digest All members
Failed runs Automation owners
Security alerts Admins only
Billing alerts Owners only

Slack Integration

Send notifications to Slack:

  1. Click Connect Slack
  2. Choose a channel
  3. Select events to notify

Data & Privacy

Data Retention

Configure how long to keep data:

Data Type Retention
Run history 30 / 90 / 365 days
Logs 7 / 30 / 90 days
Audit logs 1 / 2 / 5 years

Data Export

Export all workspace data:

  1. Go to Settings → Data → Export
  2. Click Request Export
  3. Receive download link via email

Delete Workspace

  1. Go to Settings → Workspace → Delete
  2. Type workspace name to confirm
  3. Click Delete Workspace

Billing

Current Plan

View your subscription:

Info Value
Plan Pro
Members 5/10
Runs 8,500/10,000
Renewal January 1, 2025

Upgrade Plan

  1. Go to Settings → Billing
  2. Click Upgrade
  3. Select new plan
  4. Enter payment info
  5. Confirm upgrade

Billing History

View past invoices:

  • Download PDF invoices
  • Update billing email
  • Change payment method

Best Practices