Workspace settings
Open Workspace settings to change workspace preferences. Staff (admin) and Superusers (superuser) can open settings. Some pages and controls require a Superuser.
Choose a setting
| Task | Who can open it |
|---|---|
| Edit workspace details | Staff, Superuser |
| Schedule agent updates | Staff, Superuser |
| Manage AI improvement data sharing | Superuser can change it; Staff can see it |
| View plans and billing | Members with billing permission |
| Manage payment details | Members with billing permission |
| View invoices and payment history | Members with billing permission |
| Manage roles | Superuser |
| Manage server registration tokens | Superuser |
| Configure authentication policies | Superuser |
| Configure server access policies | Superuser; direct-access sections have additional role access |
| Manage access rules | Superuser, or an admin with approval_policy:read for the rule list |
| Configure metric alerts | Members with metric-rule permission |
| Send notifications to a webhook | Staff, Superuser |
| Enable an extension | Staff, Superuser, subject to plan availability |
On self-hosted deployments, the Billing and authentication pages do not appear. Approvals has its own page.
General
Choose workspace details, agent updates, or AI data sharing.
Billing
Open plan and usage, payment details, or billing history.
Access
Set roles or registration tokens.
Security
Set authentication, server access, or access rules. How access is decided explains how these choices affect a request.
Integrations
Set metric alerts, webhooks, or extensions.