Workspace settings
Every tab of Settings for a workspace member. Name and goal, appearance, the sidebar, sharing, the danger zone, Jason memory and emails, workspace files, retention, usage and billing.
Settings is at the bottom of the sidebar (signed-in users only) and at /settings. It belongs to the current workspace; switch workspace to change another one’s settings. The page is headed Settings — Manage your workspace, people, and collection.
Above the heading sit two things you can edit directly:
The tabs, in the order shown:
| Tab | What it holds |
|---|---|
| General | Workspace, Appearance, Sidebar, Sharing, Danger Zone |
| Team | Members and invitations for the organisation. See Team. |
| Content | Jason Memory, Jason Emails, Workspace Files, Data Retention |
| Usage | Rows collected month by month. See Usage. |
| Billing | The monthly collection cap, payments and invoices. See Billing. |
A red ! on Billing, and on Settings in the sidebar, means billing needs attention. See When billing needs attention.
Each tab’s address is bookmarkable, for example /settings?tab=content§ion=memory or /settings?section=sidebar.
General
Workspace
The first sub-tab. At the top, a card names the workspace’s product, Product: Jsonify Radar (Monitor what’s published.) or Product: Jsonify Benchmark (Compare what’s offered.). It is read-only and links to the product page. See Radar or Benchmark?.
| Option | Values | Default | What it does |
|---|---|---|---|
| Name | text | The name from setup | Shown in the switcher, breadcrumbs, browser tab and the workspace list. Renaming updates the address bar slug but not the workspace’s Jason email address. |
| Goal | text, a few lines | The goal from setup, or empty | Answers “What are you trying to achieve with this workspace?”. Jason reads it in every chat and Home’s suggested tasks are grounded in it. |
Save Changes enables once either field differs from what is stored.
Write the goal for a colleague who has never seen the workspace. “Daily UK grocery prices for our 120 own-brand equivalents; feed the pricing dashboard and alert on moves over 5%” tells Jason what matters.
Appearance
Headed Theme — Choose how Jsonify looks on this device. One choice from three cards:
| Option | What it does |
|---|---|
| Light | Always use the light appearance. |
| Dark | Always use the dark appearance. |
| System | Match this device automatically. This is the default. |
The choice is saved for you on this device, not for the workspace. The theme toggle in the breadcrumb bar (moon or sun icon) flips between light and dark without opening Settings.
Sidebar
Arranges the left navigation for everyone in the workspace: sections, their order and headers, hidden items, renamed items, and links to dashboards, pipelines, datasets, files or any URL. Save sidebar applies it; Reset to default undoes every change. Every control is described on The sidebar.
Sharing
Headed Public sharing — Choose who can view this workspace. The card reads one of:
Both buttons open the share dialog, which also opens from Share workspace in the breadcrumb bar on every page. It sets General access (Private workspace or Anyone with the link), an optional password, and has Copy link and Reset link and revoke existing access. What visitors see and can do is on Sharing a workspace.
Danger Zone
Three cards, in this order.
Migrate pipelines. Copy or move every pipeline in this workspace, with the dataset and history options you choose, to another workspace. The button reads Migrate n pipelines and opens the copy or move dialog for all of them at once; with no pipelines it reads No pipelines to migrate. The dialog’s options are on Pipelines.
Move to another organisation. Appears only if you belong to more than one organisation. Choose a Destination organisation (Select an organisation…) and press Move workspace. The workspace, its pipelines, datasets and runs move together; past billing stays with the current organisation and future usage bills to the new one. Members of the current organisation lose access, and you are switched across with it.
Delete this workspace. Permanently deletes the workspace and all its pipelines, datasets, and dashboards. Type the workspace name exactly as shown (it is case-sensitive) to enable Delete Workspace.
A workspace that has ever had billing enabled cannot be deleted from here. The attempt fails with Contact support to settle billing before deleting this workspace. Email support@jsonify.com and the team will close the billing account first.
Deletion is immediate and cannot be undone. There is no archived state and no recovery. Export datasets you want to keep first. See Workspaces.
Icon
Clicking the icon in the Settings header opens Choose Icon with four tabs. Every tab shows Remove icon when one is set.
| Tab | What it does |
|---|---|
| Icons | Search a library of icons (Search icons…); a grid of 160 at a time with Show more. Click one to use it. |
| Generate | Describe the icon you want (up to 500 characters; the workspace name is pre-filled), press Generate, preview it, then Use icon or Generate again. |
| Upload | Choose image: SVG, PNG, JPG or WebP up to 1 MB. |
| From URL | Enter a website address and press Use to take its favicon. |
The icon shows in the switcher, the breadcrumb bar, the workspace list and the browser tab.
Team
Membership is per organisation, not per workspace. Everything on this tab (inviting, pending invitations, removing) is documented on Team.
Content
Four sub-tabs: Jason Memory, Jason Emails, Workspace Files and Data Retention.
Jason Memory
Headed Jason memory — Used by Jason in every chat in this workspace. Everyone in the workspace can view and edit it. The memory is one shared text that Jason reads at the start of every turn, in every chat. Keep lasting preferences and useful context here, or ask Jason to remember them in chat. Avoid passwords and temporary task notes.
| Option | Values | Default | What it does |
|---|---|---|---|
| Workspace memory | text, up to 16,000 characters | empty (No memory saved yet) | The text Jason is given. The placeholder suggests the shape: “Report prices in EUR. Focus on UK retailers. Keep weekly reports short and highlight changes.” |
Save memory enables when the draft differs from the saved text. The line under the box reads Revision n · Edited by name · date, and a counter shows n / 16,000 characters. After saving: Memory saved. Jason will use it on the next message in every chat.
Every save is a numbered revision. Revision history lists them (20 at a time, Older revisions for more) with who saved and why; click one to preview it and Use this revision in editor, then save to restore it.
If someone else, or Jason, saved between your load and your save, an amber panel reads Your draft is safe. Compare it with the latest memory before saving. and shows the latest text. I’ve compared — keep my draft loads the new revision number so you can reconcile and save.
Jason updates the memory itself when you ask it to remember, correct or forget something durable. Those edits appear in the history with Jason’s reason, and in the chat as Update workspace memory.
Jason Emails
Two sub-tabs: Nightly Jason and Allowlist.
Nightly Jason
Headed Nightly Jason emails — Jason checks the workspace once a night for useful discoveries and any setup follow-up that is due.
| Option | Values | Default | What it does |
|---|---|---|---|
| Member checkboxes | one per organisation member, up to 20 selected | none selected | Everyone selected gets one shared email when Jason finds something worth reporting; replies continue the same conversation. With no one selected, Jason does not run the nightly check. |
Changes save as you tick. The footer reads n selected · At most one nightly email, or Nightly Jason is off. Select a member to enable it. Long member lists load with Load more members. Most nights produce no email.
Follow-ups come from the same check. If the workspace has verified results that nobody has opened yet, its selected owner can also get a reminder 24 hours, 3 days and 7 days after they were ready; the 7-day one is the last.
Allowlist
Shown once the workspace has its Jason address. The card Email Jason reads Org members can start a conversation by email. Replies stay in the same conversation. and shows the address as a mailto link. See Jason by email.
| Option | Values | Default | What it does |
|---|---|---|---|
| Outbound email allowlist | addresses or exact domains, one per line, up to 100 | empty | Who Jason may email besides organisation members. Organisation members are always allowed. Domains do not include their subdomains. |
Save email allowlist enables when the list changes. Invalid entries are rejected with the offending value.
Jason only acts on inbound mail from current organisation members with a verified sender domain. The allowlist governs who Jason can write to, not who can write to Jason.
Workspace Files
Headed Workspace files — n files · Specs, data files, and chat attachments available to Jason and your pipelines. Files you attach in chats land here, and you can add more with Add files (Add workspace files: drop files, paste a URL, or paste text).
Each file card shows a type icon, the name, size and type, a row count for tables, when it was added, and a Role you can change:
| Role | Use it for |
|---|---|
| Spec / SOW | Briefs, requirement documents, examples of the output you want. The default for files added here. |
| Data | Product lists, URL lists, lookup tables a pipeline may read. |
| Reference | Anything else Jason may consult. |
The list has a search box (Search files…), a Role filter with counts, and sort by Newest First, Name or File Size. Each card’s menu offers Preview, Download and Delete; select several for a bulk Delete. Empty state: No files yet — Add specs, reference material, or data files for Jason and your pipelines to use.
Data Retention
A read-only view of the workspace’s retention policy: Automatic deletion is disabled. or the number of days, plus the list of items due for deletion in the next 30 days. Only a Jsonify platform administrator can change the policy. What retention covers and how to request a change is on Data retention.
Usage
Headed Usage — Rows collected in this workspace, month by month. The month’s total against the cap, a daily chart, and the By pipeline and Activity views. Fully documented on Usage.
Billing
Headed Billing — Your collection cap, payment method, and invoices. The Monthly collection cap control and its Monthly estimate, the Estimated bill so far, and Payments, where you enable billing and open Stripe. Fully documented on Billing.