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Manage Workspace - Settings

Overview of all the settings that would be available in Manage Workspace

Path: Workspace Homepage >> Navigation Panel >> Settings >> Workspace

What is Manage Workspace?
Manage Workspace is the central settings area where a Workspace Administrator configures features — Workspace Configuration, Email Settings, Security, Subscription, AI, and Data — that apply across every community in the workspace.

Workspace settings are organized into six categories that enable customization and configuration of workspace features according to specific requirements. These settings apply to all communities within the workspace.

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Role Permissions

  1. Workspace Administrator: Views and edits all the sections with the Manage Workspace settings.
  2. All Roles (Community Administrators, Moderators & Members): Does not have access to any section of the Manage Workspace.


Workspace Configuration

This setting configures the workspace through sub-settings:

  1. Workspace Info — Help Article for Workspace Info
  2. Profile Questions — Help Article for Profile Questions
  3. Strings — Help Article for Strings
  4. AI Features — Help Article for AI Features

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Email Settings

This section comprises all email-related settings.

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Help Article on Email Settings


Security

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

  1. Authentication — Help Article for Authentication
  2. Access Control — Help Article for Access Control
  3. Security Policy — Help Article for Security Policy
  4. GDPR — Help Article for GDPR
  5. SSO Debugger — Help Article for SSO Debugger
  6. SCIM Audit Logs — Help Article for SCIM Audit Logs

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Subscription

This section shows the subscription dashboard for the workspace, displaying the number of communities and campaigns, seats taken, tokens used, and billing information.

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Help Article on Subscription Dashboard


AI

This section allows the Workspace Administrator to create, edit, or delete prompts used in the AI chatbot.

Note: This "AI" category manages prompts for the AI chatbot and is distinct from "AI Features" under Workspace Configuration, which controls AI-related feature toggles.

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Help Article on AI Prompt Library


Data 

This section allows the Workspace Administrator to manage, erase, or delete members and communities.

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Help Article on Data


Last Updated: July 7, 2025