Dashboard

people

Total Users

forum

Channels

Messages

cloud

Storage Used

User	Email	Role	Status	Actions
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Channel	Type	Description	Members	Actions
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Workspace Info

Workspace Name

Description

File Uploads

Max File Size (MB)

Allowed File Types (comma-separated)

Task & Approval Reminders

How persistently the app nudges people about overdue tasks and pending approvals. A reminder pop-up shows the items and lets people mark them done / approve them inline.

Task: keep reminding for (hours after due) Keep reminding until it's done

Task: pop up every

Approval: keep reminding for (hours) Keep reminding until approved

Approval: pop up every

Only remind during work hours

Work hours start (0–23)

Work hours end (0–23)

This is the workspace default. Each person can override their own reminder hours in their Settings.

folder_special File Cabinet Integration

Connect to Finance Manager's File Cabinet to send signed documents directly into your filing system. Credentials are found on your Finance Manager profile page under API Keys.

Client ID

Secret Key

File Cabinet Business ID Run GET /api/v1/businesses with your credentials to find your business_id.

smart_toy AI & OpenAI Key

Use your own OpenAI API key so all AI features in this workspace (AI task drafting, /draft, and more) bill to your account.