Workspace settings let you configure how each workspace in Trade Insight AI operates, from branding and default jurisdictions to team access and approval rules. Each workspace has its own settings, so you can tailor them to different teams, clients, or business units.

Step 1: Open Workspace Settings

With your workspace selected, open the workspace dropdown menu and click Workspace Settings.

Step 2: Upload Your Logo

Upload a logo for the workspace. Each workspace can carry its own logo, which makes it easy to distinguish between workspaces at a glance.

Step 3: Select Default Jurisdictions

Choose one or more default jurisdictions. Every classification you run in this workspace will automatically be performed for all selected jurisdictions, so you don't need to set them manually each time. A wide range of jurisdictions is already available, and new jurisdictions are added on an ongoing basis.

Step 4: Invite Members

Add people to the workspace and assign each one a role: Member, Manager, or Viewer. Roles control what each person can do inside the workspace.

Step 5: Configure the Approval Step

Decide whether finished classifications require a final approval step. When enabled, classifications must be approved before they are considered complete, adding a review layer to your compliance workflow.

That's it. Your workspace is now configured to match how your team works.