Manage Workspace

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The Workspace settings comprise five primary Categories that enable customization and configuration of workspace features according to specific requirements. Once these settings are activated, they will apply to all communities within the workspace. However, should a community administrator wish to implement changes at the community level, those changes will take precedence over the workspace settings for that particular community.

Workspace Configuration

This setting allows to set up the workspace with three sub-settings mainly the Workspace info, Profile questions, Strings and AI Features. 




Help Article on Workspace Info

Help Article on Profile Questions

Help Article on Strings

Help Article on AI Features

Email Settings

This section comprises all the email-related settings.

Help Article on Email Settings

Security

This section provides options for establishing various authentication methods, enabling auto approvals, establishing security policies and SSO debugger.



Help Article on Authentication

Help Article on Access Control

Help Article on Security Policy

Help Article on GDPR

Help Article on SSO Debugger

Subscription

This section shows the subscription dashboard of the workspace showing the number of communities & campaigns, seats taken and tokens used along with the billing information.

AI

This section allows the admin of the workspace to create, edit or delete any prompts that could be used in the AI chatbot.

Help Article on AI Prompt Library

Data 

This section allows the admin of the workspace to manage, erase or delete members and communities.



Help Article on Data