Workspace settings control the organization-level defaults that apply across all projects. Project-specific overrides can be set at the project level by a project admin.
Accessing workspace settings
Go to Admin → Settings. This page is visible to organization admins only.
General settings
| Setting | Description |
|---|
| Organization name | Display name used in transmittal headers and correspondence. |
| Organization logo | Uploaded image for branding across outbound documents. |
| Default timezone | Timezone used for all date and time display throughout the workspace. |
| Default date format | Regional date format applied site-wide. |
| Interface language | Workspace-default language for the user interface. |
Document control defaults
| Setting | Description |
|---|
| Default document numbering | Auto-number prefix and sequence for new register entries. |
| Default review due period | Number of days used as the default review deadline on new workflows. |
| Default transmittal numbering | Prefix and sequence for transmittal references. |
| Default correspondence numbering | Prefix and sequence for outgoing correspondence references. |
Access and security
| Setting | Description |
|---|
| Guest access policy | Enable or disable the ability to invite external reviewers. |
| Single sign-on (SSO) | Configure SSO provider connection. |
| Session timeout | Idle session expiry duration. |
| Two-factor authentication policy | Enforce 2FA for all members. |
Retention and audit
| Setting | Description |
|---|
| Audit trail retention | How long completed workflow and correspondence records are retained. |
| Deleted record policy | Whether deleted records are permanently removed or soft-deleted. |
Saving changes
All settings changes take effect immediately on save. Changes are logged in the organization audit trail with the admin's name and timestamp.