🛠 Workspace Configuration

"Your control center for setup and security."
Configure, customize, and safeguard your Brainframe environment.

1️⃣ Overview

The Workspace Settings page is the central hub for all Brainframe configurations.

2️⃣ Main Sections

Profile

Manage personal account details:

• Update login credentials (password changes).
• Enable/manage Two-Factor Authentication (2FA) for enhanced security.
• Edit your user information (name, email, profile picture).

Settings

Configure detailed environment options:

• 🗂 Custom document types – Create or adapt categories for workflows.
• 🏷 Document properties – Define metadata fields required per document.
• 📑 Templates – Standardize content creation for compliance.
• 👥 Users – Add, edit, or deactivate members; assign roles and permissions.
• 📬 External contacts – Manage details for third parties (e.g., vendors, auditors, regulators).

Logout

• Ends your current session immediately.
• Requires a fresh login for next access.
• Useful on shared or public devices to maintain security.

Switch Workspace

• Change between customers or entities while keeping data isolated.
• Each workspace maintains separate documents, permissions, and settings.
• See the Multi Customer / Entity documentation for details.

3️⃣ Best Practices

• 🔑 Restrict access — Limit workspace admin rights to trusted personnel only.
• 🛡 Enforce 2FA — Ensure administrators enable two-factor authentication.
• 📝 Document changes — Keep track of modifications for audit readiness.
• 🔄 Review regularly — Periodically validate user roles, external contacts, and settings.

🎯 Visual Checklist

• [x] Admin-only access confirmed
• [x] 2FA enabled for all admins
• [ ] Document types and templates reviewed
• [x] External contacts updated
• [ ] Workspace version noted for compliance logs

Updated on: 05/09/2025