Settings
Configure the workspace experience and enabled capabilities.
Settings groups workspace configuration such as General, Security, Notifications, branding, Modules, app navigation and Dashboard. The visible options depend on permissions and subscription or module availability.
Workspace access. Pages and actions depend on your role and the modules enabled for your workspace. This guide describes CW release/1.0.1; your administrator can confirm the options available to your team.
Get started
Open Settings and choose the relevant tab. Review the effect of the change before saving, then inspect the affected worker or admin experience. Use TAI settings for its provider and enabled assistant configuration.
Watch the walkthrough
Follow the actions in Connected Workers, then use the chapter sections in the progress bar to revisit a step. English subtitles are on by default; choose Hebrew in the captions settings.
The user flow
- Choose the settings area.
- Review the current value.
- Check intended users and scope.
- Save the supported change.
- Verify the affected experience.
- Keep ownership clear.
How the information moves
| Stage | Responsibility |
|---|---|
| 1 | Administrator configuration |
| 2 | Settings permissions and validation |
| 3 | Workspace configuration records |
| 4 | Module and interface rules |
| 5 | Updated page or worker behavior |
| 6 | Verification by the administrator |
The diagram describes the logical path through the application. Saved records retain their workspace and relationships. Supported background processing and external synchronization can complete after the initial save.
Tips for better data and TAI context
- Give each configuration area an owner.
- Keep app navigation aligned with the enabled modules.
- Verify notifications and branding with the intended audience.
Consistent equipment codes, precise location links and readable approved files help TAI retrieve the intended context. A saved record does not mean every attached file has finished indexing. See background indexing for the preparation process.
Check the result
Open the saved record or configuration again. Check its location, equipment links, status and visibility for the intended role. If information is missing, check scope and permissions before adding a duplicate.
Related guides
Connected Workers overview · TAI · Knowledge and search
For help with availability or setup, contact your workspace administrator or support@treedis.com.
