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Last updated: 2026-09-20 · 4 min read

Managing Workspace Settings

Manage workspace information and users from the settings sidebar. The image at the top is General settings. Logo and colors are under Theme. Email notifications are under Notifications.

Workspace general settings

Open the settings page

  1. Click the workspace name at the top of the sidebar to open the menu
  2. Select Settings

The settings sidebar opens on the left. On a phone, the same items are in the menu row above the page.

Settings menu overview

Management

MenuDescriptionDetailed article
GeneralWorkspace name, meeting recording, allowed domainsThis article
UsersInvite members and manage rolesThis article
ThemeColor palette, logo, sidebar colorTheme and Usage
NotificationsEmail notificationsNotification Settings

AI agent

MenuDescriptionDetailed article
AI SummarySummary promptAI Summary
Agent policyAutonomy level, skills, web searchAgent Policy
Agent skillsCompany-specific judgment and promptsCustom Skills
Client project progressionPhases, completion criteria, suggested actionsClient project progression

Project analytics

MenuDescriptionDetailed article
Project healthProgress scores and alertsProject health
Material intelligenceScoring materials that move work forwardMaterial intelligence

Integrations

MenuDescriptionDetailed article
IntegrationsSlack, LINE, CRMSlack / LINE
MCPConnect AI tools to TerasuMCP

Access and security

MenuDescriptionDetailed article
WebhooksEvent notifications to an external URLWebhooks and API keys
API keysProgrammatic accessWebhooks and API keys
Audit logsActivity history (Enterprise)Audit logs

Subscription

MenuDescriptionDetailed article
PlanReview or change the planPlan and billing
BillingInvoices and the Stripe portalPlan and billing
UsageResource usageTheme and Usage

If a member opens an admin-only page, nothing is saved and the page shows that they do not have permission.

General settings

  1. Select General from the settings sidebar
  2. Click Edit to change workspace information
  3. Click Save

Fields you can change

FieldDescription
Workspace nameDisplay name
CountryLocation
Organization nameOrganization
Default language for workspace notificationsDefault language for notification email
Time zoneIANA time zone
Meeting recordingEnable recording, consent, transcript retention

Upload the logo on Theme. There is no screen to delete the workspace.

Allowed domains

Users with email addresses on these domains can be invited automatically.

  1. Select General from the settings sidebar
  2. In Allowed domains, enter a domain such as example.com
  3. Click Add
  4. To remove one, click Delete on that domain and confirm

Adding your company domain makes inviting internal members smoother.

When allowed domains are set, you cannot invite addresses on domains that are not on the list. The restriction does not apply to external invitations.

Member management

Invite workspace members, change roles, and remove people.

Users settings

  1. Select Users from the settings sidebar
  2. Switch between Internal members and External members

Roles

RoleAccess
OwnerAll settings, members, and plan changes
AdminInvites, Room management, some settings
MemberUse Rooms and edit content

Invite a member

  1. Click Invite internal member
  2. Enter the email address
  3. Choose a role
  4. Send the invitation

Pending invitations appear under Pending invitations. Click Revoke to cancel one. On a phone, table rows become cards.

External members

The External members tab lists customers and partners invited to Rooms.

Related articles

Managing Workspace Settings | Help center