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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Workspace Settings

Find and configure workspace-wide settings in Tability

Workspace settings control the defaults, access rules, terminology, appearance, and integrations shared by everyone in a Tability workspace.

Open workspace settings

You must be a workspace Owner, Admin, or IT admin to see workspace settings.

  1. Open the workspace you want to configure.

  2. Select Settings in the left sidebar.

  3. Choose a settings section from the navigation.

If Settings is not in your sidebar, ask a workspace owner or admin to make the change or update your role. Personal notification and standup preferences are separate; open your profile menu for those settings.

Choose the right settings section

Workspace

  • Details: update the workspace name, URL, and time zone.

  • Usage & reports: review workspace usage and available reports.

  • Default settings: set defaults for check-ins, reports, standups, new users, API access, plans, and KPIs.

  • Integrations: connect services used across the workspace.

  • Theme: change workspace colours and branding.

  • Customise: change the names and labels used for objectives, outcomes, and initiatives.

  • Manage Tags: create and maintain workspace tags.

  • Audit trail: review administrative activity when this feature is included in your subscription.

  • Delete your workspace: permanently delete the workspace. This section is visible only to owners.

Security & privacy

Use Access & Security, Access whitelisting, Single Sign-on, AI settings, and Privacy to control how people authenticate and how workspace data is used. The sections available depend on your role and subscription.

User & team management

Use Users to review members, change roles, manage plan-admin or API access, and remove people from the workspace. See Managing users and roles and Inviting users.

Billing and developer settings

Workspace owners can manage the Subscription. IT admins, admins, and owners can access the relevant Developer settings; available options can include API applications and webhooks.

Settings apply to the workspace you currently have open. If you belong to more than one workspace, check the workspace name before saving a change.

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