Settings → Workspace

Audience

Workspace administrators. Members see this view but most fields are read-only for them.

The Workspace tab holds settings that apply to everyone in the workspace — locale defaults, the 2FA requirement, agent permissions, branding.

What you can set

Setting	Who can change	Default
Display name	Owner / Admin	The slug, title-cased
Logo	Owner / Admin	PLANA default
Time zone	Owner / Admin	Europe/Sofia
Language	Owner / Admin	English
Currency	Owner / Admin	BGN
Require 2FA	Owner only	OFF
Agent permissions	Owner / Admin	All four agents ON, Shadow Mode
Chat retention	Owner / Admin	30 days
Workspace API access	Owner / Admin	Enabled

Display name and logo

The display name is what BOS shows in the TitleBar and emails. It can include spaces and proper casing — "Acme Corporation Ltd." reads better than acme.

The logo replaces the PLANA logo in the TitleBar for your workspace only. Upload a square image (recommended 256×256 px, transparent background). The image is stored in the platform's object storage and served with caching.

Time zone, language, currency

The workspace defaults — each user can override their time zone and language in their personal settings (top-right avatar → Settings).

Currency is workspace-wide because changing it would change how KPIs display for everyone. The currency reflects what is in the underlying PLANA Business Cloud tenant's accounting setup; changing it here does not change the ERP's currency — open the ERP for that.

Require 2FA

Toggling Require 2FA → ON:

1. Every member of the workspace is prompted to enrol in TOTP on their next sign-in
2. Members who do not enrol cannot use BOS until they do
3. The owner cannot disable 2FA while there are users without it enrolled — first remove or re-invite them

Recommended for every workspace. The friction is small (one minute at first login); the security benefit is large.

If you accidentally lock yourself out (lost phone, no recovery codes), contact PLANA via the workspace Matrix room — a PLANA engineer can reset your 2FA after verifying your identity.

Agent permissions

A grid of toggles, four agents × two scopes:

	Read	Write
Finance agent	ON	(disabled — no write tools live)
Warehouse agent	ON	(disabled)
Marketing agent	ON	(disabled)
Sales agent	ON	(disabled)

Today, only read is available (no write-back tools ship). When write-back arrives, each tool will appear here with its own toggle.

Recommended:

• Keep read ON for every agent — disabling reads removes the value of BOS
• Leave Shadow Mode ON (default) until you have reviewed individual write tools and decided they're safe

Chat retention

How long conversations are kept in your workspace:

Option	Behaviour
7 days	Stricter — older chats are purged early
30 days (default)	Standard
90 days	Longer history, more Redis memory used

The Execution log audit (tool calls) is always 90 days regardless of this setting.

Workspace API access

If OFF, no pa_live_… workspace API keys work, including ones already issued. Useful to suspend programmatic access during an incident without revoking individual keys.

When you turn it back ON, all previously-issued keys resume working.

Branding (Enterprise only)

Enterprise tier customers can customise:

• Email "from" name on transactional emails
• Custom domain (e.g. app.acme.bg instead of my.planapulse.ai/acme)
• Custom favicon
• Light / dark mode default

Contact your PLANA account manager to enable branding fields.

What you cannot change here

What	Where instead
The workspace's slug	Immutable; talk to PLANA if you need a new one
The edition (Starter / Pro / Enterprise)	Subscription page or talk to your account manager
Members (invite / role / remove)	Settings → Team
Alert thresholds	Settings → Alert thresholds
Workspace API keys	Settings → API keys
Your personal time zone	Top-right avatar → Settings
The ERP's chart of accounts	PLANA Business Cloud → Accounting

Where to read more

• Team — managing members
• Alert thresholds — when alerts fire
• API keys — workspace automation
• What is PLANA Pulse — the bigger picture