Workspace settings reference
All settings open from the avatar menu at the bottom of the sidebar. Settings are per workspace, so if you have more than one workspace, set them up in each.
| Area | Where to find it | What you can set |
|---|---|---|
| Profile | Profile | Your profile (name, picture; email is read-only), Change password, Inbox notifications, Feature previews |
| General | Settings, then General | Organization name, Workspace name, Website, Logo |
| Team members | Settings, then Team members | Seats, roles, tags and status |
| Single sign-on | Settings, then Single sign-on | SAML 2.0 for Admin users, and for Audience users (recorder and Playlink) |
| Custom subdomain | Settings, then Custom subdomain | A subdomain for public request links and Playlinks |
| Tracking | Settings, then Tracking | Your Google Analytics 4 G-ID |
| Notifications | Settings, then Notifications | Workspace email notifications, such as the engagement email sent to admins when a video is viewed on a Playlink |
| Audit Logs | Settings, then Audit Logs | Workspace activity by date range |
| Download Vouch Report | Settings, then Download Vouch Report | A CSV of every video |
| Approval Workflow | Settings, then Approval Workflow | On or Off |
| Contacts, Organizations, Tags, Highlights, Downloads | Settings | Records and download jobs |
| Integrations | Settings, then Integrations | Connect and manage the 15 integrations |
| Portal | Settings, then Portal | Advocacy tag groups, tag matching, curated feeds |
| API keys, Webhooks | Settings, then Developers | The Integration API key; webhook URL and secret (enabled by customer success) |
| Brand kit | Brand kit | Colors, Logos, Text, Overlays, Images, Audio, Captions, Intros and Outros. You can create more than one brand kit. |
| Brand settings | Brand settings | Templates, plus Recorder and Playlink branding, on one page |
| Templates | Templates (also under Brand settings) | Video templates |
| Recorder | Recorder | Default settings for every request: Branding, Cover video & message, Display settings, Contact form, Language settings, Legal settings, Tags |
| Playlink | Playlink | Branding, Call to action, Display settings, Language settings |
| AI settings | AI settings | Custom dictionary, Style guide, Tagging |
| Entity Setup | Entity Setup | Guided brand set-up: fonts, colours and images |
| Workspace | Workspace | Invite team, Rename workspace, Delete workspace |