For the complete documentation index, see llms.txt. This page is also available as Markdown.

Admin

What this is

This page explains the customer-facing settings available in the workspace.

When to use it

Use it when you need to update profile information, review workspace retention behavior, or understand billing and usage settings.

What you need first

  • Access to Settings

Steps

1. Review profile details

In workspace settings, you can review and update profile information such as:

  • Display name

  • First name

  • Last name

  • Nickname

2. Review Event Feed retention

Hookshot™ exposes Event Feed retention choices in the workspace settings UI.

Current available options:

  • 30 days

  • 60 days

  • 90 days

3. Confirm team expectations

Before changing retention or profile settings, confirm:

  • Who relies on Event Feed history

  • Whether the current setting matches team expectations

4. Review billing and usage

Depending on your workspace plan, Settings can include:

  • Current plan

  • Credit balance

  • Usage history

  • Payment activity

  • Credit packs

  • Auto top-up controls

  • Plan change or billing portal actions

Use these views before broadening a Protege rollout, especially when a workflow may run frequently or use several tools.

For a full explanation of credits, grants, auto top-up, and what happens when credits run out, see Billing and Usage.

How to verify

  • Your profile changes appear in the UI

  • The retention setting reflects the option you selected

  • Billing and usage views match your expected plan and credit state

Common failures

  • Changing retention without confirming team expectations

  • Assuming retention changes rewrite past investigative habits automatically

  • Expanding a high-volume Protege without reviewing usage expectations

Next step

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