Administration
Workspace settings, profile, and security
Manage organization, security, API keys, sessions, localization, and account preferences.
For workspace users and administrators · Updated October 1, 2026
What this module is for
Manage organization, security, API keys, sessions, localization, and account preferences.
Use this page when you need to complete the task yourself and understand what each action changes. The steps name the relevant screen, explain why the action belongs in the workflow, and state what to verify before moving on.
Before you start
- Sign in with a role that can view or change the records in this guide.
- Have the product, file, channel, or workspace information ready before starting an action that saves data.
- Use a small test record or file first when an action affects multiple products or a connected channel.
1. Organization and general settings
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 1.1
Do this: Open Settings > Organization to review the organization record and its configuration.
Why this matters: This keeps the organization and general settings work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 1.2
Do this: Use General for workspace-level defaults, then review Localization for available languages and locale settings.
Why this matters: This keeps the organization and general settings work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 1.3
Do this: Save each tab separately and refresh to confirm the values persisted.
Why this matters: This keeps the organization and general settings work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
2. Security and connections
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 2.1
Do this: Use Security to review the available workspace controls.
Why this matters: This keeps the security and connections work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 2.2
Do this: Use SSO Connections to configure an identity provider, and SCIM Provisioning for automated account synchronization when enabled.
Why this matters: This keeps the security and connections work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
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Step 2.3
Do this: Use API Keys for integration access; rotate or revoke a key when its owner changes.
Why this matters: This keeps the security and connections work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
3. Media, billing, and audit
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 3.1
Do this: Configure Media Providers and Media CDN before moving large asset workflows into production.
Why this matters: This keeps the media, billing, and audit work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 3.2
Do this: Use the Billing tab for account-level billing context and the dedicated Billing area for subscription and usage details.
Why this matters: This keeps the media, billing, and audit work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 3.3
Do this: Open Audit Logs to inspect recorded administrative changes.
Why this matters: This keeps the media, billing, and audit work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
4. Manage your own account
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 4.1
Do this: Open My Profile to edit your personal information and review recent activity.
Why this matters: This keeps the manage your own account work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 4.2
Do this: Open account Settings to inspect Password Security and Active Sessions.
Why this matters: This keeps the manage your own account work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 4.3
Do this: Use Change password or sign out device actions when needed; use Data Management for the export and import controls shown there.
Why this matters: This keeps the manage your own account work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
Events and statuses to watch
Actions such as saving, importing, exporting, connecting, publishing, and approving can either update a record immediately or create background work. Wait for the on-screen confirmation and then check the relevant list, detail view, or job status before repeating an action.
- Saved or created: confirm the record appears with the intended values.
- Queued, running, or processing: wait for completion and open the job or event detail if progress stops.
- Failed, partial, rejected, or blocked: read the specific message, correct the source data or permissions, then retry only the affected work.