Documentation
Settings
General Settings

General Settings

General Settings

General settings allow you to manage the fundamental information about your workspace, including workspace name, description, and critical actions like deletion.

Accessing General Settings

  1. Navigate to your workspace
  2. Click on the Settings icon in the left sidebar
  3. Select the General tab

Workspace Details

The Workspace Details section allows you to update basic information about your workspace:

Workspace Name

Your workspace name identifies your workspace throughout the platform. A good name should:

  • Clearly indicate the purpose of the workspace
  • Be concise but descriptive
  • Be easily recognizable by team members

To update your workspace name:

  1. Enter the new name in the Workspace Name field
  2. Click Update Workspace to save changes

Description

The workspace description helps team members understand the purpose of the workspace. It should:

  • Briefly explain what the workspace is used for
  • Outline the main objectives or projects
  • Provide context for new members

To update your description:

  1. Enter the new description in the Description field
  2. Click Update Workspace to save changes

Danger Zone

The Danger Zone contains actions that can permanently affect your workspace. These actions require careful consideration before proceeding.

Deleting a Workspace

Deleting a workspace is a permanent action that cannot be undone. When you delete a workspace:

  • All tables, records, and views will be permanently removed
  • All flows and automations will be deleted
  • All workspace settings and configurations will be lost
  • All members will lose access to the workspace

Before deleting a workspace, consider:

  • Exporting important data for backup
  • Informing all team members
  • Verifying that you have the necessary permissions

To delete a workspace:

  1. Navigate to the Danger Zone section at the bottom of General Settings
  2. Review the warning message
  3. Click the Delete button
  4. Confirm the deletion in the prompt that appears

Warning: Once deleted, all data will be permanently removed including all tables, views, and workflows. This action cannot be undone.

Best Practices

  • Regular Updates: Keep your workspace name and description up to date as projects evolve
  • Clear Communication: Inform team members before making significant changes to workspace settings
  • Access Control: Limit access to general settings to trusted administrators
  • Documentation: Document important workspace settings for reference

Troubleshooting

Issue: Changes not saving Solution: Refresh the page and try again, ensure you have proper permissions

Issue: Cannot update workspace information Solution: Verify you have admin privileges for the workspace

Issue: Error when trying to delete workspace Solution: Ensure you’re the workspace owner and all conditions for deletion are met

Next Steps

After configuring general settings, you may want to explore:

Access Management