Settings
Workspace settings
Settings is the control room for a workspace. In everyday life it is the binder of office policies: company name, who is on staff, and the diary of what happened. In CROForge the Settings hub holds General (workspace details), Profile (your personal card and 2FA), Users (members and invites), User activity, and Workspace activity. Installation is a legacy Smart Code page and is often hidden from navigation. Install Smart Code from Configurations → Websites and Apps, not from Settings.
Words used on this page
| Word | Everyday meaning | Meaning in CROForge |
|---|---|---|
| Settings | The place you change how the office runs. | The hub at /workspace/{id}/settings/... with General, Profile, Users, User activity, and Workspace activity. |
| Workspace | A team’s private work area. | The container whose name, timezone, users, and logs you edit here. Settings never change another workspace. |
| General | The company facts on the door. | Company and workspace details: name, website, industry, size, data region, timezone, and similar fields. |
| Profile | Your personal card. | The signed-in user’s name, contact fields, password, and 2FA. This is you, not the company record. |
| 2FA | A second proof of identity after the password. | Enabled, verified, or disabled on Settings → Profile. Then required at login. |
| Users | The staff list. | Members and invitations for this workspace. Owners and Admins invite Admin or Member roles here. |
| Invitation | A request to join. | Sent from Settings → Users. Accepted at /invite. |
| User activity | A diary of one person’s actions. | Per-user audit at Settings → User activity. |
| Workspace activity | A diary of the whole office. | Workspace-wide audit at Settings → Workspace activity. |
| Audit | Looking back at who did what, and when. | What activity logs are for: experiment status changes, invites, metric or segment updates. |
| Installation (legacy) | An old instructions page for putting a script on a site. | Older Smart Code snippet page at .../settings/installation. Often hidden from nav. Do not use it for new installs. |
| Legacy | Old but still in the building, usually not the front door anymore. | Installation under Settings is kept for older setups and is often hidden. |
| Smart Code | The small script on the customer site. | Install from Configurations → Websites and Apps, not from Settings. The snippet’s account-id is this workspace’s id. |
| Configurations → Websites and Apps | The list of properties you own. | The correct place to register a site or app and get the Smart Code snippet. |
| Data region | Which part of the world your data is stored in. | A General setting. Choose it carefully; it is a workspace-level fact, not a personal profile field. |
| Timezone | The local clock for this office. | On General, used for reporting context. Keep it accurate. Your personal timezone still lives on Profile. |
| Industry / size | What kind of company you are, and how large. | Company-oriented fields on General. They describe the workspace, not the signed-in user. |
| Owner / Admin / Member | Job titles that unlock permissions. | Who can change which Settings sections. Members have limited settings access. See Users and roles. |
Screenshot placeholder for this page: settings-hub.png. Replace that file with a real screenshot and keep the same filename.
Settings areas
Each section is a different kind of control. Paths use the current workspace id.
| Section | Path (pattern) | Purpose |
|---|---|---|
| General | /workspace/{id}/settings/general | Company / workspace details (name, website, industry, size, data region, timezone, and similar). |
| Profile | /workspace/{id}/settings/profile | Current user profile plus 2FA. |
| Users | /workspace/{id}/settings/users | Members and invitations. |
| User activity | /workspace/{id}/settings/user-activity | Per-user audit. |
| Workspace activity | /workspace/{id}/settings/workspace-activity | Workspace-wide audit. |
| Installation (legacy) | /workspace/{id}/settings/installation | Older Smart Code snippet page — often hidden from nav. |
Smart Code install (critical)
Install Smart Code from Configurations → Websites and Apps, not from Settings. Settings → Installation is a leftover screen. New sites should be registered as a website or app configuration so the snippet uses this workspace’s account-id. After install, verify on the live or staging page using the installation guides.
If you only remember one Settings fact: the snippet does not live here anymore. Go to Configurations → Websites and Apps.
General settings
General holds company-oriented workspace fields: industry, region, timezone, website, size, and the workspace name. These describe the office, not the person signed in. Keep timezone accurate so reporting context matches the clock your team actually uses. Keep data region aligned with where you expect visitor data to live.
To change how you appear (name, language, personal timezone, password, 2FA), use Profile instead. To add teammates, use Users.
How to move around Settings
- Open Settings from the workspace sidebar.
- Use General for company and workspace facts.
- Use Profile for your own details and 2FA.
- Use Users to invite Admins or Members (Owners and Admins only).
- Use User activity or Workspace activity when you need an audit trail.
- For Smart Code, leave Settings and open Configurations → Websites and Apps.
