Managing Workspace Settings
Customize your workspace's basic settings to optimize them for how your team works.
Open the settings page
- Click the workspace name at the top of the sidebar to open the menu
- Select "Settings"
Settings menu overview
The settings page sidebar is organized as follows.
Management
| Menu | Description | Detailed article |
|---|---|---|
| Basic settings | Workspace name, logo, domain restrictions | This article |
| Users | Member invitation and role management | This article |
| Theme | Appearance theme settings | Theme and Usage |
AI
| Menu | Description | Detailed article |
|---|---|---|
| AI settings | AI summary, provider, model, per-skill model settings | AI Settings |
| Agent policy | Autonomy level, enabled skills, web search, rules, glossary | Agent Policy |
| Custom Skills | Your company's own AI judgment logic and prompts | Custom Skills |
| Deal progression | Phase definitions, completion criteria, concrete actions | Deal Progression Settings |
Integrations
| Menu | Description | Detailed article |
|---|---|---|
| Integrations | Slack and LINE integration settings | Slack Integration / LINE Integration |
| MCP connection | A connection to operate Terasu from AI tools such as Claude Code and ChatGPT | MCP Connection |
Access and security
| Menu | Description | Detailed article |
|---|---|---|
| Webhook settings | Event notifications to external URLs | Managing Webhooks and API Keys |
| API keys | Managing programmatic access keys | Managing Webhooks and API Keys |
| Audit logs | History of member, file, and Room operations | Audit Logs |
Subscription
| Menu | Description | Detailed article |
|---|---|---|
| Plan | Check and change your plan | Plan and Billing Management |
| Billing | Billing information and Stripe portal | Plan and Billing Management |
| Usage | Check resource usage | Theme and Usage |
Basic settings
- Select "Basic settings" from the settings page sidebar
Editable items
| Item | Description | Editable |
|---|---|---|
| Workspace name | Display name | Editable |
| Logo | The logo image shown in the header | Editable |
| URL slug | The workspace's URL | Not editable |
| Description | The workspace's description | Editable |
| Country / region | The workspace's location | Editable |
| Organization name | The name of the organization it belongs to | Editable |
Member management
You can invite, change the roles of, and remove workspace members.
- Select "Users" from the settings page sidebar
- Switch between the "Internal members" tab and the "External members" tab
Roles
| Role | Permissions |
|---|---|
| Owner | All settings changes, member management, plan changes |
| Administrator | Member invitations, Room management, some settings changes |
| Member | Using Rooms, editing content |
Inviting a member
- Click "Invite member"
- Enter the email address
- Select a role
- Click "Invite"
Members who have been invited but haven't joined yet appear as "Pending." You can also cancel an invitation.
External members
In the "External members" tab, you can view a list of customers and partners invited to Rooms. You can narrow the list with search and filters.
Setting allowed domains
You can restrict invitations to only users with specific email domains.
- Select "Basic settings" from the settings page sidebar
- Open the "Security" section
- Add a domain to "Allowed domains" (e.g.,
example.com) - Click "Add"
Adding your company domain to the allowed domains makes inviting internal members smoother.
When you set allowed domains, you can no longer invite email addresses with domains that aren't on the list. Domain restrictions don't apply to inviting external customers.
Dangerous operations
Deleting a workspace
Deleting a workspace permanently deletes all Rooms, files, and member data. This operation cannot be undone.
- Select "Basic settings" from the settings page sidebar
- Open the "Dangerous operations" section
- Click "Delete workspace"
- Enter the workspace name to confirm
- Click "Delete permanently"