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Administration

Administration

ModuleWhat it does
UsersAssign org roles; toggle per-user capability flags (can_*). Roles and permissions are a tab on this page rather than a separate menu entry.
ProfileYour own name, job title, department, time zone and photo.
Business ArchitectDescribe your business in your own words and have WorkBOS propose how to set it up.
AppearanceTheme and brand for the whole workspace.
Icons & EmojiThe shared library of icons and avatars that the rest of the product draws from.
BillingYour plan, your seats, your invoices and your renewal.
Cost & limitsSpending caps and usage limits for the features that cost money to run.
DeveloperWebhooks and the developer surface.
API keysKeys for reaching your workspace from outside it.
File securityFiles the virus scanner has quarantined.
Import & exportBring data in from a spreadsheet, or take it out.
AutomationsRules that act on your data without anybody pressing anything.
TemplatesDocument templates the rest of the product fills in.
Secrets & KeysThe credential vault, for keys WorkBOS holds on your behalf.
Email addressesWhich address sends what, and proving you own it.
IntegrationsCatalogue of everything WorkBOS connects to, sorted by how it connects; each first-party entry names the code that implements it. Nav-gated: integrations. The one write on the page (adding an event webhook) needs the separate api capability.
Activity logEvery change in the workspace, with the exact fields that moved. Immutable, owner/admin only, and it names the person, integration or system behind each event. Feature-gated: audit. See the Activity log section.
SettingsWhite-label branding: upload logo, set primary color → CSS theme tokens update live across the entire app with no rebuild.
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