Navigation 

• General

• Integrations

• Files

• Members

• Subscription

• User Preferences

General 

• Workspace Identity: Set the workspace name, company name, and specify email domains for automatic member access.

• AI Context Description: Provide product and business descriptions to enhance AI-powered reports, apps, and dashboards.

• Branding: Upload a logo and define primary, secondary, and accent brand colors. Preview and apply themes, copy CSS, and reset colors as needed.

Integrations (Pro Only)

• Database Integrations: Manage your Supabase project connection details.

• Model Context Protocol (MCP): Add and manage MCP connections for advanced AI context.

• API Integrations: Link external APIs and manage schema and context settings.

• Slack Integrations: Connect Slack channels to projects and generate reports via bot commands and mentions.

Files 

• File Management: Upload, filter, and manage files across all workspace projects. Track file status, size, and uploader information.

Members 

• Member Management: Invite users, assign roles (Owner, Admin, Project Creator, Member), and manage access to this workspace (you can also manage members within individual Projects).

Subscription 

• Plan Management: View and manage your workspace’s subscription plan, status, and billing history. Upgrade or purchase plans as needed.

User Preferences 

• Personal AI Preferences: Set global preferences for report generation, chart types, and data presentation.

• Workspace AI Preferences: Define your role in this workspace and specific settings and requirements for all projects in this workspace.