Workspace Settings in cofi.ai

📌 Overview

Workspace Settings in cofi.ai define how your organization’s environment is configured, accessed, and presented.

They establish global preferences — from member access and branding to default formats and integration rules — ensuring your workspace runs consistently across users, models, and dashboards.

This article introduces the main areas of workspace configuration and links to detailed setup guides for each.

🔑 Key Areas of Settings

Category	Description
Workspace Defaults →	Configure global preferences like time zone, date format, and currency.
Account Settings →	Manage your personal account information, notifications, and authentication.
Members and Roles →	Control access, permissions, and collaboration settings across your team.
Integrations →	Connect external systems and data sources directly to your workspace.

🎯 Purpose of Workspace Settings

Workspace Settings ensure:

Consistency: Shared defaults keep dashboards and models aligned.
Governance: Role-based access controls protect data integrity.
Branding: Logos and colors unify workspace visuals.
Scalability: Integrations and defaults scale with your data sources.

💡 Tip: Admin users can configure global workspace settings, while Editors and Viewers inherit these preferences automatically.

🎛️ Settings Hierarchy

Level	Description	Example
Workspace	Global preferences applied across all users.	Time zone, color theme, access control
Account	User-level settings and preferences.	Profile, notifications, security
Defaults	Formatting and behavioral rules for all data models.	Date formats, currency, refresh cycles
Roles	Access and permissions applied to members.	Admin, Editor, Viewer