Workspace Settings

Managing Workspace Settings

Workspace settings allow you to customize your AutoCRUD environment to fit your team’s needs. This guide covers all the configuration options available for your workspaces.

Accessing Workspace Settings

1. Navigate to your workspace
2. Click on the Settings icon in the left sidebar
3. Select the appropriate settings category

General Settings

The General settings tab allows you to configure basic workspace information:

Workspace Name and Description

• Name: Change your workspace name
• Description: Update the description to help team members understand the workspace purpose
• Timezone: Set the default timezone for the workspace

Appearance

• Theme: Choose between light, dark, or system theme
• Accent Color: Select a primary color for your workspace interface
• Logo: Upload a custom logo for your workspace (Pro and Enterprise plans)

Notifications

• Email Notifications: Configure email alerts for various workspace events
• In-app Notifications: Set preferences for notifications within the application
• Digests: Enable daily or weekly summary emails

Members & Permissions

The Members section allows you to manage who has access to your workspace and what they can do:

Inviting Members

1. Navigate to Settings > Members
2. Click Invite Members
3. Enter email addresses
4. Select role/permission level
5. Add optional message
6. Click Send Invitations

User Roles

AutoCRUD offers several predefined roles:

Custom Permissions

For more granular control (available on Pro and Enterprise plans):

1. Navigate to Settings > Members
2. Click Custom Roles
3. Create a new role or modify existing ones
4. Set specific permissions for tables, flows, variables, etc.
5. Assign custom roles to members

Integrations

Manage third-party service connections:

Available Integrations

• Authentication Providers: Google, GitHub, Microsoft, etc.
• Communication Tools: Slack, Discord, Microsoft Teams
• Storage Services: AWS S3, Google Cloud Storage, Dropbox
• Email Providers: SMTP, SendGrid, Mailgun
• Analytics Tools: Google Analytics, Mixpanel

Setting Up Integrations

1. Navigate to Settings > Integrations
2. Select the service you want to connect
3. Follow the authentication process
4. Configure service-specific settings
5. Test the connection

Billing & Subscription

Manage your plan and payment details:

Subscription Information

• View current plan details
• Check usage limits and current usage
• See billing cycle and next payment date

Changing Plans

1. Navigate to Settings > Billing
2. Click Change Plan
3. Select the new plan
4. Confirm the change
5. Review prorated charges or credits

Payment Methods

• Add, remove, or update payment methods
• View payment history
• Download invoices

Security

Configure security settings for your workspace:

Authentication Settings

• Password Requirements: Set minimum complexity requirements
• Two-Factor Authentication: Require 2FA for all workspace members
• Session Management: Configure timeout settings
• Login Restrictions: Limit login attempts, IP restrictions

Data Protection

• Encryption: Configure data encryption settings
• Backup Settings: Set up regular backups
• Data Retention: Configure how long data is kept
• Export Controls: Manage who can export data

Advanced Settings

Additional configuration options for advanced users:

API Access

• Generate and manage API keys
• Configure API rate limits
• Set CORS settings for API access

Custom Domain (Enterprise)

• Connect a custom domain to your workspace
• Configure SSL certificates
• Set up domain redirects

Audit Logs

• View all actions performed in the workspace
• Filter logs by user, action type, date range
• Export logs for compliance purposes

Troubleshooting Settings Issues

Common Issues

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

Issue: Integration connection failing Solution: Verify credentials, check service status, review network settings

Issue: Cannot update billing information Solution: Ensure you’re an Owner or have billing admin privileges

Best Practices

• Regular Reviews: Periodically review workspace settings, especially security settings
• Documentation: Document any custom configurations for team reference
• Testing: Test integrations after setting them up
• Permissions Audit: Regularly review member permissions
• Backup Configuration: Ensure proper backup settings are configured

Next Steps

Now that you’ve configured your workspace settings, learn about:

• Collaborating with Team Members
• Creating Tables and Views
• Building Automated Workflows