Workspace

A workspace is an independent area for each organization that uses Codatum. Resources such as connections, notebooks, reports, catalogs, and workflows belong to a single workspace and can't be referenced from other workspaces.

TIP

You can switch the workspace you're working in, or join a workspace you've been invited to, from the workspace icon in the global nav.

You manage the organization name, country, and organization owners, and review workspaces in the organization, in Organization settings. Open it from the avatar icon at the bottom of the global nav > Organization settings. Only an organization owner can make these changes.

Settings

You can open workspace settings from the global nav > Workspace settings. Each menu provides the following settings.

Administration

Menu	Content
General	Workspace name, icon, allowed domains, and more
Users	Managing members and guests, and assigning workspace roles
Groups	Managing permission-granting units that group users together
Teamspaces	Creating and managing areas where specific members co-manage notebooks
Notebook themes	Creating and managing notebook themes

Access and security

Menu	Content
Workspace policy	Restrictions on public links, Codatum CLI, and guest invitations
Audit logs	Records of important operations and system events
Public links	Listing and monitoring active public links
API keys	Managing API keys used for signed embeds and more
Personal Access Tokens	Listing, suspending, and revoking PATs within the workspace
MCP	Listing and disconnecting connections from MCP clients
Security	Controlling IP access control and multi-factor authentication

Data management

Menu	Content
Connections	Connection settings to a data warehouse
Tags	Tag definitions for tables, columns, queries, reports, and more

Codatum AI

Menu	Content
AI feature settings	Enabling the AI agent / AI Assistant, code completion, and more
AI profiles	Managing LLM connections and context
Agent usage	Checking agent session and token usage
Agent Connectors	Managing the external connectors agents use

Subscriptions

Only an organization owner can manage Billing and change the plan. If you aren't an organization owner, you can't use the Billing menu. A Workspace Owner can view the plan.

Menu	Content
Plan	Checking and changing your current plan. Changing it is limited to organization owners
Billing	Managing billing address, payment method, and invoices. Organization owners only
Usage	Checking member counts and usage/limits for each feature

Options

Menu	Content
Integrations	Managing external integrations for workflows (such as Slack). See Slack for setup steps

Connector authentication

Menu	Content
Connector authentication	Per-account agent connector authentication. See the personal-scope authentication section of agent connectors for details