The workspace settings are the administration interface of your workspace. You reach them via the gear icon «Settings» in the left navigation bar. Which areas you see there depends on your role, your permissions, and the features enabled for the workspace — this article gives you the overview.
Who sees the settings
Access to the settings is reserved for administrators:
Workspace administrator (
tenant:admin) — manages their own workspace: users, roles (read-only), features, reporting, and the organization page.Technical administrator (
tenant:tech) — manages settings, integrations, reporting, and users, but has no access to case content.
Basic users and external users do not see the settings.
The areas
The settings are organized into several areas. Not every area is visible for every workspace — some depend on an enabled feature or on your permissions.
General
The workspace details (name, URL, data region, language, time zone). Read-only for you: they are changed by amaise.
Users
Invite users, assign roles and manage existing access.
Features
Your workspace's configurable templates and defaults:
Define how an export is structured → Settings: Managing export templates
Give case notes a structure → Settings: Case notes templates
Set up ready-made annotations for the PDF viewer → Settings: Configure annotations
Default view, document storage, duplicates, case histories and inactive cases → Settings: Case-work defaults
Adapt the subject of notification emails per type → Settings: Notification email subjects
Security
The IP allow list, the user inactivity period, and the role overview:
Restrict access to specific IP addresses → Settings: IP allow list
View the roles and their permissions → Settings: Roles and permissions
Integration
Status and credentials of the integration agent (only with the integration enabled).
Document mapping
The mapping of external-system keys to storages and document types (only with the integration enabled).
Danger zone
Archive or delete several cases at once (workspace administrators only).
Other pages for administrators
Reports, Audit log and Organization are not part of the settings: depending on your role, you open each of them via its own icon in the left navigation bar.
Reports — usage and key figures of your workspace → Reports: Usage and analytics
Audit log — track access and activity → Audit log: Track access
Organization — all workspaces of your organization → Organization: Overview of your workspaces
What only amaise manages
Some details and features are deliberately managed by amaise and are only visible to you, not editable — for example the basic workspace details, the branding (logo, icon, primary color), and the enablement of individual features. If you want to change something here, contact amaise Support.
Note: Some cards in the settings only appear for amaise Support. If a setting described in this article is missing for you, it is either not enabled for your role or managed by amaise.