Workspace Settings

Workspace Settings allow you to manage security, team access, notifications, data, integrations, and system logs for a specific workspace. These settings help you control how your workspace operates and how data is managed.

To access Workspace Settings:

1. Log in to DMLY

2. Select a workspace

3. Navigate to Settings

Workspace settings are grouped into General and Others sections.

General Settings

Account Security

Manage security-related options for your workspace.

You can:

• Update login security preferences

• Change passwords (user-level)

• Ensure only authorized users can access the workspace

This helps protect your workspace from unauthorized access.

Account Settings

Configure general account-related preferences linked to the workspace.

You can:

• Review workspace configuration details

• Manage default behavior for the workspace

Team Members

Manage users who have access to the workspace.

You can:

• Invite new team members

• Assign roles (Owner, Administrator, Staff)

• Apply granular access restrictions

• Remove users from the workspace

Only assigned users can access workspace data.

Manage Subscription

View and manage subscription details associated with the workspace.

You can:

• Check your current plan

• Upgrade or downgrade your subscription

• Review billing-related information

Only Owners and Administrators can access this section.

Manage Data Lists

Manage structured data used across the workspace.

You can:

• View saved data lists

• Maintain datasets used for automation, segmentation, or messaging

Edit Menu

Customize workspace menus used in conversations or automation flows.

You can:

• Edit menu items

• Adjust options shown to customers

• Control navigation within chat experiences

Notifications

Configure notification preferences for workspace activity.

You can:

• Enable or disable alerts

• Control how users are notified about messages, assignments, and system events

Notification behavior applies per user based on their profile settings.

Edit Workspace Name

Change the name of the workspace.

You can:

• Update the workspace name at any time

• Use meaningful names for teams, departments, or clients

This does not affect existing data or conversations.

Delete Account

Permanently delete the workspace and all associated data.

Warning:
This action is irreversible. All conversations, contacts, channels, and settings will be permanently removed.

Only the Owner can delete a workspace.

Others

Canned Responses

Manage pre-written replies used by your team.

You can:

• Create and edit canned responses

• Use saved replies to respond faster to customers

• Maintain consistent messaging across agents

API Keys

Manage API credentials for integrations.

You can:

• Generate API keys

• Revoke existing keys

• Use API keys to connect external systems with DMLY

Keep API keys secure at all times.

Data Exports

Export workspace data for reporting or backup purposes.

You can export:

• Contacts

• Conversations

• Other workspace data (based on availability)

Data Import Logs

View logs related to data imports.

You can:

• Track imported files

• Identify successful and failed imports

• Troubleshoot data upload issues

Webhook Logs

Monitor webhook activity for integrations.

You can:

• View webhook requests sent by DMLY

• Check delivery status and errors

• Debug integration issues