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Overview

The Settings section in Condense provides a centralized location for managing account details, Git integration, organization administration, and workspace-level configurations. It allows authorized users to update personal information, manage organization members and roles, review workspace associations, and monitor member activity across workspaces.

Settings help:

  • Keep account and organizational information accessible in one place
  • Control membership and role assignments within an organization
  • View and manage workspace details from a single interface
  • Track user activity in relation to assigned workspaces

What You Can Do in Settings

Account Information

  • View and update personal information, including name and phone number
  • Email address is displayed but cannot be changed
  • Review linked Git account information

Git Login Account Info

  • Displays linked Git account details for repository-based development
  • Used for managing version-controlled applications and transforms

Organization Management

  • View organization name, organization ID, and created by (Organization Admin)
  • Invite new members to the organization
  • Assign or update member roles (Admin or User)
  • Remove members from the organization
  • Track user activity within assigned workspaces

Workspace Management

  • View all workspaces associated with the organization
  • Click on a workspace to view detailed information, including:
  • Members assigned to the workspace
  • Last active date for each member
  • Organization Admins can edit workspace names from this page

Lifecycle and Permissions

Who Can Access Settings

  • Account Info: Accessible by all logged-in users (can edit own name and phone)
  • Git Login Info: Accessible by all logged-in users for their respective git connection
  • Organization Management: Only Organization Admins can invite, edit roles, or remove members
  • Workspace Management: Visible to all members; editing workspace name requires Organization Admin privileges

Roles and Permissions

Role descriptions:

  • Organization Admin: Full administrative control over organization members, roles, and workspace management
  • User: Standard access to view settings and workspace details, but no administrative privileges

Managing Members in an Organization

Add Members

  1. Navigate to Settings → Organization
  2. Click Invite Member
  3. Enter the email address of the user to invite
  4. Assign a role (Admin or User)
  5. Send invitation

Change Roles

  • Organization Admins can update a member’s role at any time
  • Changes take effect immediately

Remove Members

  • Organization Admins can remove members from the organization
  • Removing a member revokes access to all associated workspaces in the organization.

Workspace Settings within Organization View

From the Settings → Workspace tab, Organization Admins can:
  • View all organization workspaces
  • Select a workspace to view associated members and their last active date
  • Edit the workspace name

Monitoring and Audit

Within Settings, administrators can:
  • View last active timestamps for each workspace member
  • Review organization membership and assigned roles

Best Practices

  • Keep member roles aligned with actual responsibilities
  • Regularly review and update organization membership
  • Track last active dates to identify inactive members
  • Maintain accurate workspace names for clarity

Common Pitfalls and How to Avoid Them

  1. Trying to change email address
  2. Avoidance: Email cannot be edited; contact system administrator if an update is required
  3. Removing active members accidentally
  4. Avoidance: Confirm with relevant team leads before removing members
  5. Assigning all members as Admins
  6. Avoidance: Restrict Admin role to users responsible for organization governance