Workspace settings

Overview

The Workspace Settings page is the central control panel for configuring your Skynet environment. From here, administrators and authorized members can manage team access, customize branding, enforce security policies, control integrations, and define defaults that shape how your organization uses the platform. Properly configuring workspace settings ensures consistency, security, and productivity across all projects and teams.

Accessing Workspace Settings

To open the Workspace Settings page:

step 01

Sign in to your Skynet account.

step 02

Select the workspace you want to manage

from the workspace switcher in the top navigation bar.

step 03

Click your workspace name or the Settings icon

in the main navigation.

step 04

Choose Workspace Settings

from the dropdown menu.

General Settings

The General Settings tab controls foundational workspace properties.

  • Workspace Name

    The display name visible to all members and in shared links. Editable by Owner, Admin.

  • Description

    A short summary of the workspace purpose (optional). Editable by Owner, Admin.

  • Timezone

    Default timezone for scheduling, deadlines, and activity timestamps. Editable by Owner, Admin.

  • Language

    Interface language preference for system-generated messages. Editable by Owner, Admin.

To update general settings:

step 01

Navigate to Workspace Settings > General.

step 02

Edit the fields as needed.

step 03

Click Save Changes.

User Management

Manage membership, roles, and seat allocation from the User Management section.

Adding Members

step 01

Go to Workspace Settings > Users.

step 02

Click Invite Members.

step 03

Enter the email addresses

of the people you want to invite.

step 04

Select a role

(see below).

step 05

Click Send Invitations.

Roles and Permissions

  • Owner

    Full control. Can delete the workspace, transfer ownership, and access billing.

  • Admin

    Can manage users, settings, and integrations. Cannot delete the workspace or change billing.

  • Editor

    Can create and modify projects, skills, and content. Cannot access workspace settings.

  • Viewer

    Read-only access to assigned projects and resources.

Seat Management

  • Your plan includes a fixed number of seats.
  • The Users page displays current usage versus your seat limit.
  • To free up a seat, remove an inactive member or upgrade your plan.

Managing Invitations

  • Pending invitations appear in the Invitations tab.
  • You can resend or revoke an invitation before it is accepted.
  • Invitations expire after a configurable period (typically 7 days).

Appearance and Branding

Customize the visual identity of your workspace to align with your organization.

  • Theme Selection

    Choose between Light, Dark, or System Default modes.

  • Logo Upload

    Upload a workspace logo (recommended: PNG or SVG, max 2MB). The logo appears in the header and on shared link previews.

  • Custom Colors

    Set a primary brand color that accents buttons, links, and highlights throughout the interface.

  • Favicon

    Optionally upload a custom favicon for browser tabs when members are inside the workspace.

To apply branding changes:

step 01

Open Workspace Settings > Appearance.

step 02

Upload assets or select colors

using the provided pickers.

step 03

Click Preview

to see changes before saving.

step 04

Click Publish Changes.

Notifications

Control how and when the workspace sends alerts to members.

Email Notifications

Enable or disable categories such as:

  • Project updates and mentions
  • Weekly activity digests
  • Security alerts (always on for Owners/Admins)
  • Marketing and product updates (optional)

In-App Notifications

  • Configure real-time banners and badge counters.
  • Choose which events trigger in-app alerts versus silent logging.

Digest Settings

  • Set the frequency of summary emails: Daily, Weekly, or Never.
  • Select the day and time for weekly digests.
  • Choose which projects and channels are included in the digest.

Integrations

Connect third-party tools to extend your workspace functionality.

Connecting Apps

step 01

Visit Workspace Settings > Integrations.

step 02

Browse or search the available connectors

(e.g., Google Meet, Slack, Calendar providers).

step 03

Click Connect

next to the service you want to add.

step 04

Complete the OAuth or API authentication flow.

step 05

Configure workspace-wide defaults

for the integration.

Managing Connected Apps

The Integrations dashboard lists all active connections with their permission scopes. From here you can:

  • View the date connected and the admin who authorized it
  • Edit configuration options per integration
  • Test the connection status

Revoking Access

step 01

Locate the integration

in the connected apps list.

step 02

Click Manage > Disconnect or Revoke.

step 03

Confirm the action.

Security and Access Control

Protect workspace data with enterprise-grade access policies.

SSO/SAML Configuration

  • Enable Single Sign-On via SAML 2.0 identity providers.
  • Upload your IdP metadata XML or enter SSO URL and certificate details manually.
  • Optionally enforce SSO-only login for all members.

Two-Factor Authentication (2FA)

  • Require 2FA

    Force all members to enroll a second authentication factor.

  • Grace Period

    Set a number of days before enforcement begins to allow members time to configure 2FA.

Session Policies

  • Define session timeout duration (e.g., 8 hours, 24 hours, 7 days).
  • Enable Force Logout on Password Change.
  • Restrict concurrent sessions per user.

IP Allowlisting

  • Define allowed IP ranges or specific addresses.
  • Requests from non-allowed IPs are blocked at the authentication layer.
  • Useful for office-based or VPN-required environments.

API Key Management

  • Generate workspace-scoped API keys for service accounts.
  • Assign read-only or read-write permissions per key.
  • Set expiration dates and rotate keys regularly.
  • View last-used timestamps and revoke compromised keys immediately.

Data and Privacy

Manage how workspace data is retained, exported, and governed.

Memory Controls

Collective memory is governed here alongside everything else. These settings decide what your projects are allowed to keep, not just what they are allowed to read.

  • Persistent vs. in-the-moment: For each connected source, choose what Skynet stores in memory against what it only reads at query time and discards. Retention scope is set per source.
  • Entry policies: Admins define what enters the company brain. Individual work stays private by default.
  • Project-Level Defense: Restrict a sensitive workstream’s memory to named members only. This can exclude organization admins.
  • Member controls: Every member can inspect what has been remembered about their work, scope it to specific contexts or timeframes, and delete anything at any time.
  • Departures: Knowledge contributed to team or organization layers persists after a member leaves. Only their private individual memory is removed.

Data Retention Policies

  • Set automatic deletion rules for deleted projects, trashed items, and activity logs.
  • Retention periods vary by plan tier.
  • Soft Delete: Items are recoverable for a set window before permanent removal.

Export Options

  • Full Workspace Export: Download all projects, files, and metadata as an archive.
  • Selective Export: Choose specific projects or date ranges.
  • Export formats include structured JSON and human-readable PDF reports.

GDPR Compliance

  • Enable Data Processing Agreement toggles if required for your region.
  • Manage consent banners for public-facing features.
  • Configure Right to Erasure workflows for member data requests.

Audit Logs

  • Access a timestamped record of administrative actions: logins, permission changes, exports, and setting modifications.
  • Filter by date range, actor, or action type.
  • Export audit logs for compliance reviews.

Billing and Plan

Review and manage your workspace subscription.

  • Current Plan

    Displays your active tier (e.g., Starter, Professional, Enterprise).

  • Seat Usage

    Current members versus included seats.

  • Credit Allocation

    AI usage credits or compute minutes included in your billing cycle.

  • Usage Limits

    Hard and soft limits for API calls, storage, and automations.

Plan Changes

  • Upgrade

    Immediate effect; prorated charges apply.

  • Downgrade

    Takes effect at the end of the current billing cycle.

  • Add-Ons

    Purchase additional seats, storage, or compute credits without changing tiers.

Workspace Templates and Defaults

Standardize how new projects and skills are created within your workspace.

Default Skill Templates

  • Pre-load the template gallery with skills that all members can clone.
  • Lock templates to prevent modification, or allow members to customize copies.

Project Structures

  • Define default folder structures, tags, and metadata fields for new projects.
  • Apply mandatory checklists or documentation requirements.

Automation Blueprints

  • Publish workspace-wide automation recipes.
  • Set default triggers and connectors so new projects inherit standard workflows.

To configure:

step 01

Go to Workspace Settings > Templates & Defaults.

step 02

Select the resource type

you want to standardize.

step 03

Choose existing templates

or create new ones.

step 04

Toggle Make Default for New Projects

as desired.

Danger Zone

Critical actions that permanently affect your workspace.

Transfer Ownership

step 01

In Danger Zone, click Transfer Ownership.

step 02

Select a current Admin

from the dropdown.

step 03

Confirm the transfer

via email verification.

Result: You become an Admin; the selected user becomes Owner. Billing responsibility transfers with ownership.

Export Data Before Deletion

  • Skynet requires a full export before workspace deletion.
  • Click Request Export in the Danger Zone.
  • Once the archive is ready, you will receive a download link.

Delete Workspace

step 01

Click Delete Workspace.

step 02

Enter your workspace name

to confirm.

step 03

Acknowledge that all data will be permanently erased.

step 04

Click Permanently Delete.

Best Practices

Follow these recommendations to keep your workspace secure and productive.

  • Review settings quarterly.

    Audit users, integrations, and security policies every three months.

  • Principle of least privilege.

    Assign the lowest role necessary. Use Admin sparingly.

  • Standardize early.

    Set templates and defaults before scaling membership to avoid inconsistency.

  • Monitor audit logs.

    Review login patterns and administrative changes for anomalies.

  • Document your configuration.

    Maintain an internal runbook noting why specific security or retention policies are set.

  • Test integrations in a sandbox.

    If available, validate new connectors on non-critical projects first.

  • Keep contact information current.

    Ensure Owner and Admin email addresses are monitored.

Troubleshooting

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