Workspace Settings

Customize your workspace to match your team's needs with general settings, branding options, and default configurations.

Accessing Workspace Settings

General Settings

Configure basic workspace information and preferences:

Workspace Information

• Workspace Name - Display name for your workspace
• Description - Purpose and scope documentation
• Workspace URL - Unique identifier (e.g., acme-prod)
• Timezone - Default timezone for all timestamps
• Date Format - Display format (MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD)
• Time Format - 12-hour or 24-hour display

Language and Localization

• Default Language - Interface language
• Number Format - Decimal and thousand separators
• Currency Format - Default currency for financial widgets

Workspace Preferences

• Default Query Limit - Maximum documents returned (default: 100)
• Enable Auto-save - Automatically save query changes
• Enable Query History - Track all executed queries
• Default View Mode - Table, JSON, or Tree view

Branding and Appearance

Customize workspace appearance to match your organization:

Logo and Icon

Color Scheme

Customize interface colors:

• Primary Color - Main brand color for buttons and accents
• Secondary Color - Supporting UI elements
• Background Color - Workspace background
• Text Color - Primary text color

Custom CSS

Apply custom styling:

/* Example custom CSS */
.dashboard-header {
  background: linear-gradient(to right, #1e3a8a, #3b82f6);
}
 
.widget-card {
  border-radius: 12px;
  box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
}

Default Dashboard Settings

Configure default behavior for all new dashboards:

Auto-refresh Settings

• Default Refresh Interval - Off, 30s, 1m, 5m, 15m, 30m, 1h
• Enable Auto-refresh by Default - Start new dashboards with auto-refresh on
• Pause on Inactivity - Stop refreshing after 30 minutes of inactivity

Layout Defaults

• Default Grid Size - Small (12 columns), Medium (16 columns), Large (24 columns)
• Default Widget Spacing - Tight, Normal, Loose
• Enable Snap to Grid - Align widgets to grid automatically

Sharing Defaults

• Default Visibility - Private or Team
• Allow Public Links - Enable public dashboard sharing
• Require Authentication - Force login for shared dashboards

Connection Defaults

Set default configurations for new MongoDB connections:

Connection Settings

• Default Connection Timeout - 10s, 30s, 60s
• Default Query Timeout - 30s, 60s, 120s
• Enable Read Preference - Primary, Secondary, Nearest
• Default Pool Size - Connection pool size (default: 10)

Security Defaults

• Require SSL/TLS - Enforce encrypted connections
• Verify SSL Certificates - Validate certificate chains
• Enable IP Allowlist - Restrict connections by IP
• Require SSH Tunnel - Force SSH for all connections

Notification Settings

Configure how and when team members receive notifications:

Email Notifications

• Query Failures - Notify when scheduled queries fail
• Dashboard Shares - Alert when dashboards are shared with you
• Team Changes - Notify about member additions/removals
• Workspace Updates - Alert about workspace setting changes
• Billing Alerts - Notify about subscription and payment issues

In-app Notifications

• Real-time Updates - Browser notifications for dashboard changes
• Mention Alerts - Notify when mentioned in comments
• Activity Feed - Show recent workspace activity

Notification Frequency

• Instant - Immediate notifications
• Hourly Digest - Batch notifications every hour
• Daily Digest - Single email per day
• Off - Disable specific notification types

Data Export Settings

Control data export capabilities:

Export Limits

• Maximum Export Size - Limit documents per export
• Export Formats - CSV, JSON, Excel (XLSX)
• Allow Scheduled Exports - Enable automated exports
• Export Retention - How long to keep export files (7d, 30d, 90d)

Export Permissions

• Viewers Can Export - Allow Viewer role to export data
• Require Admin Approval - Large exports need admin approval
• Audit Exports - Log all export operations

Security Settings

Configure workspace-wide security policies:

Session Management

• Session Timeout - Auto-logout after inactivity (30m, 1h, 4h, 8h)
• Concurrent Sessions - Maximum simultaneous sessions per user
• Force Re-authentication - Require password for sensitive actions

Two-Factor Authentication

• Require 2FA - Enforce 2FA for all team members
• Grace Period - Days before 2FA requirement takes effect
• Allowed Methods - TOTP apps, SMS, Security keys

IP Allowlist

Restrict workspace access to specific IP addresses:

Integration Settings

Connect workspace with external services:

Slack Integration

• Webhook URL - Send notifications to Slack channels
• Alert Channel - Default channel for alerts
• Activity Updates - Post workspace activity to Slack

Webhooks

Configure outbound webhooks for automation:

• Dashboard Created - Trigger on new dashboards
• Query Failed - Alert on query errors
• Member Added - Notify on team changes
• Export Completed - Callback when exports finish

API Access

• Enable API - Allow programmatic access
• Rate Limits - Requests per minute/hour
• API Keys - Manage workspace API keys

Audit and Compliance

Configure audit logging and compliance features:

Audit Log Settings

• Retention Period - How long to keep audit logs (30d, 90d, 1y, forever)
• Events to Log - Select which actions to audit
• Export Audit Logs - Download logs for compliance

Compliance Features

• GDPR Mode - Enable GDPR compliance features
• Data Residency - Choose data storage region
• Encryption at Rest - Enable database encryption
• Access Logs - Detailed access logging

Workspace Deletion

Permanently delete workspace and all associated data:

What's Next?

• Managing Team Members
• Two-Factor Authentication
• Audit Logs