Workspace

On this page, you have the ability to modify and adjust the configuration settings of your workspace as needed. Workspace can also be deleted if necessary.

To access your Workspace Preferences, navigate to the Dashboard and click on the Settings icon located in the left side menu.

Workspace page

Workspace Details

In this section, you can see both the Workspace ID and Workspace name. You can also update the Workspace name here.

To modify the workspace name, enter the new name into the provided workspace input and click on the "Update" button.

Workspace Settings

Data Retention

Data retention settings let you specify how long data or documents should be stored, aiding in effective data management and compliance. You can set the time from as short as 30 minutes to a maximum of 3 days.

Follow these steps to adjust the data retention period:

  1. Navigate to Settings > Workspace.

  2. Choose the desired retention periods for storing data and generated documents.

  3. Click the "Update" button to save your changes.

Data Retention Settings

Configuring Data Retention Preferences are supported only on Business and higher plans.

Security

To enforce Multi-Factor Authentication (MFA) for all users in the workspace, click on the Enable toggle switch.

Enabling Multi Factor Authentication

Deleting Workspace

To delete the workspace and all the data associated with it, click on the Delete Workspace button available on the bottom right of the page and follow on-screen instructions.

Deleting the Workspace

Deleting workspace is permanent and it cannot be un-done. This will not delete your User Account, you will still have access other workspaces or your user account. If you wish to delete your User Account, see instructions here.

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