Settings & administration

Configure billing, branding, permissions, integrations, security and workspace defaults.

16 articles

Export, schedule deletion or restore a workspace

Download workspace data and understand the 30-day deletion recovery window.

#workspace export#delete workspace#restore workspace#danger zone#30 days#json

Use the Answer Library

Reuse approved answers while keeping ownership, review and context visible.

#answer library#rfi autofill#approved answer#provider#reusable response#ai draft

Connect Slack to selection updates

Send supported project milestones to a chosen Slack channel.

#slack#incoming webhook#channel#integration#test message#selection updates

Enable workspace badges

Choose which participation badges are active and understand how they are awarded.

#engagement#badge#award#leaderboard#stakeholder#manual badge

Choose notification delivery preferences

Control which event groups reach you in-app, by email or by push.

#notification matrix#email alerts#push notifications#in-app notifications#mute#settings

Manage reusable templates

Use the main Templates library to govern reusable form definitions.

#templates#template library#starter#publish#archive#duplicate

Use the audit log and export workspace data

Trace administrative events and download a portable workspace record.

#audit log#workspace export#json#security review#history#deleted item

Create and revoke API keys

Create tenant read-only credentials, store the one-time secret and revoke access.

#api#api key#bearer token#integration#read only#revoke

Connect integrations and the answer library

Review live connections, coming-soon connectors and reusable-answer availability.

#integrations#connection#slack#answer library#webhook#coming soon

Manage notifications and engagement

Understand the separate controls for personal delivery and workspace badges.

#notifications#engagement#badges#email#push#in-app

Configure scoring and response sets

Set reusable evaluation defaults without rewriting historic evidence.

#scoring#weights#response sets#verdicts#default scale#rfi

Organise groups and sites

Model teams and locations, then verify membership with the matrices.

#groups#sites#locations#membership#matrix#scope

Create roles and manage permissions

Create least-privilege roles and understand how access is resolved.

#permissions#roles#custom role#access#least privilege#admin

Brand the workspace

Apply approved logos, colours and portal copy to shared experiences.

#branding#logo#icon#dark logo#colour#portal

Manage plans, trials and billing

Review subscription state, payment methods, invoices and plan access.

#billing#subscription#trial#plan#payment method#invoice

Configure workspace and account settings

Know which settings belong to the workspace and which belong only to you.

#workspace settings#account#profile#preferences#admin#timezone