Workspace settings

Settings is where you manage the workspace itself: its name, plan, people, sign-in rules and what happens when it closes. Open it from System · Settings in the console, or go straight to Settings.

Settings is laid out as six tabs across the top of the page. The tab you are on is part of the address, so a copied link or a reload opens the same tab.

Everyone who can open the console can open Settings. Owners and admins change most of what is on it, a few decisions belong to the owner alone, and a read-only person can change nothing in the workspace (they can still manage their own sign-in). The permissions matrix has the full list.

The tabs

Workspace

Name is what your team sees in the console and what appears on emails from sanda. Slug is the workspace's short name, shown for reference and never editable. You type it to confirm when you close or delete the workspace. Plan shows your edition, or trial · every feature while you are on the free trial.

Data region is where your workspace's data is held: its warehouse, and the loading and modelling of what you sync. Under it, sanda says what runs in that region and what is sent outside it. The region was chosen when the workspace was created and the workspace stays in it, so there is nothing to change here. See data region.

Press Save after you rename the workspace.

Report colours, under the workspace name, sets the default colours that every report canvas draws its charts and KPIs in. Change them here and every report follows. A single report can still override them on its own canvas. Leave them unset and reports use sanda's own colours. Press Save colours to apply a change.

Some workspaces also show a read-only panel, What you told us at signup, with the company and role details entered when the workspace was created.

Close or delete

At the foot of the Workspace tab, owners can close the workspace, which makes it read-only, or delete it straight away. After a workspace closes, the tab reads Workspace · closed and this section offers Reopen this workspace. See Close or delete a workspace.

Plan & budget

This tab has two panels.

• Plan shows your edition, the platform fee, the storage and compute rates, a run rate at today's usage, and the limits that apply. On a trial it also shows your free credit as a meter. Between Basic and Standard, each edition has a Move to button that makes the change at once. Any other change has an Ask to move to button that sends sanda a request. See Editions and Free trial.
• Budget & alerts shows this month's spend so far, today's AI use against the daily limit, and the controls for a monthly budget, budget reminders and the daily AI limit. If a warehouse has been suspended for spend, Resume warehouse is here. See Budgets and AI limits.

Team

Team lists everyone in the workspace and any invitations still waiting, and is where owners and admins invite people, change roles and remove people. See Members and roles.

cherry

Three panels: cherry · models (which models are offered in the composer and which is the default), cherry · permissions (what cherry may change, and whether it asks first) and cherry · memory (what cherry keeps between conversations). Owners and admins change models and permissions. See Models and usage and Actions and approvals.

Security

• Security lists your connected sign-ins (Google or Apple, where you have linked one) and your two-step sign-in. See Sign in and Two-step verification.
• Your sessions lists every browser you are signed in on, with Sign out for each and Sign out everywhere else.
• Report delivery holds the list of domains that scheduled reports may be emailed to. Leave it empty and any address can be a recipient. Subdomains count, so finance.acme.com.au is inside acme.com.au. Slack and webhook deliveries have no address, so this list does not apply to them. See Reports.

Integrations

The Integrations panel holds the MCP endpoint and the Excel feed address, and the tokens and connected apps that use them. Owners and admins create tokens. Any member can disconnect an app they connected themselves. The Intake tables panel that follows lists the tables an assistant is allowed to add rows to. See Agent tokens and OData.