Accessing Workspace Settings
1
Go to Settings
Click Settings in the sidebar.
2
Select Workspace
Navigate to Workspace Settings or General.
3
Configure
Adjust settings as needed.
Only workspace owners and admins can modify workspace settings.
General Settings
Workspace Name
Your workspace’s display name:- Shown in sidebar and emails
- Used in shared links
- Can be changed anytime
Workspace URL
The unique identifier in your workspace URL: Format:your-workspace.trilo.app
Workspace Logo
Brand your workspace:- Click the logo area
- Upload an image (square, 200x200+ pixels)
- Logo appears in sidebar and notifications
Description
A brief description of the workspace:- Helps members understand the workspace purpose
- Visible in workspace info
- Optional but recommended
Member Settings
Default Role
Set the default role for new invitations:| Option | Effect |
|---|---|
| Member | New people join as Members |
| Guest | New people join as Guests |
Invitation Controls
Who can invite new members:- Admins only: Only admins can invite
- All members: Anyone can invite
Guest Access
Control guest features:- Enable/disable guest invitations
- Set guest limitations
- Control guest project access
Security Settings
Password Requirements
Set password policies:- Minimum length
- Complexity requirements
- Password expiration (if applicable)
Two-Factor Authentication
Workspace-wide 2FA policies:| Setting | Effect |
|---|---|
| Optional | Members choose to enable |
| Required | Everyone must use 2FA |
Session Settings
Configure session behavior:- Session timeout: Auto-logout after inactivity
- Remember me duration: How long sessions last
Allowed Sign-in Methods
Control how people can sign in:- Email/password
- Other SSO providers (if available)
Default Preferences
Default Timezone
Set the default timezone for new members:- New members inherit this setting
- Can be overridden per user
- Affects scheduling defaults
Default Language
Workspace default language:- New members see this language
- Can be changed per user
Integrations
Connected Services
Manage workspace-wide integrations:- Google Calendar: Sync configuration
- Outlook: Microsoft integration
- Other services: Based on your plan
API Access
For advanced integrations:- View API keys
- Generate new keys
- Manage access tokens
Webhooks
Configure webhooks for external systems:- Go to Settings > Integrations > Webhooks
- Add webhook URL
- Select events to trigger
- Save configuration
AI Settings
AI Features
Control AI coworker availability:| Setting | Effect |
|---|---|
| Enabled | AI coworkers available workspace-wide |
| Per-project | Enable/disable per project |
| Disabled | No AI features |
Custom AI Coworkers
Manage workspace AI coworkers:- Create custom coworkers
- Configure their capabilities
- Set access permissions
Storage & Data
Storage Usage
View storage consumption:- Files and attachments
- Resources and documents
- Current usage vs. limit
Data Export
Export workspace data:- Download your data
- Backup for records
- Format options (JSON, CSV)
Data Retention
Configure how long data is kept:- Message history
- Deleted items
- Activity logs
Danger Zone
Archive Workspace
Temporarily deactivate the workspace:- Hides from view
- Preserves all data
- Can be restored later
Delete Workspace
1
Click Delete Workspace
Find this in the Danger Zone section.
2
Confirm
Type the workspace name to confirm.
3
Enter password
Verify your identity.
4
Complete deletion
The workspace and all data are removed.
Settings by Role
What Each Role Can Configure
| Setting Area | Owner | Admin | Member |
|---|---|---|---|
| General settings | Yes | Yes | No |
| Member settings | Yes | Yes | No |
| Security settings | Yes | Limited | No |
| Billing | Yes | No | No |
| Integrations | Yes | Yes | No |
| Delete/Archive | Yes | No | No |
Best Practices
Secure your workspace
Secure your workspace
Consider requiring 2FA for all members, especially for workspaces with sensitive data.
Set sensible defaults
Set sensible defaults
Configure defaults that work for most members. Individual users can customize their own settings.
Control invitation permissions
Control invitation permissions
For larger organizations, limit who can invite new members to maintain control.
Review settings periodically
Review settings periodically
As your team grows, revisit settings to ensure they still make sense.
Document custom settings
Document custom settings
If you configure non-standard settings, document them for other admins.
Troubleshooting
Can't access workspace settings
Can't access workspace settings
- Verify you have Admin or Owner role
- Check if you’re in the right workspace
- Contact the workspace owner
Settings not saving
Settings not saving
- Check for validation errors
- Ensure you clicked Save
- Try refreshing and re-entering
- Check your permissions
Integration not working
Integration not working
- Verify integration is properly configured
- Check API keys are valid
- Review integration-specific documentation
- Reconnect the integration if needed