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General Settings

Configure your workspace's basic settings, branding, and organizational context.

Accessing Workspace Settings​

  1. Click your profile icon
  2. Select Workspace Settings or Admin
  3. Go to General

📝 Note: Only workspace Owners and Admins can access these settings.

Workspace Information​

Workspace Name​

Your organization's display name:

  • Appears in navigation
  • Shows on shared content
  • Visible to workspace members

To change:

  1. Enter new name
  2. Click Save Changes
  3. Name updates across the workspace

Workspace URL​

📝 ASSUMPTION: Custom workspace URL availability.

Customize your workspace URL:

  • yourcompany.heyharmony.com
  • Easier to share and remember
  • Professional appearance

Description​

Optional workspace description:

  • Explains workspace purpose
  • Visible to members
  • Helpful for multi-workspace organizations

Branding​

Upload your organization's logo:

Specifications:

  • Recommended size: 200x200 pixels
  • Formats: PNG, JPG, SVG
  • Max file size: 2MB
  • Transparent backgrounds recommended

To upload:

  1. Click Upload Logo
  2. Select your image file
  3. Crop if needed
  4. Save changes

Custom Colors​

📝 ASSUMPTION: Custom colors may be Enterprise feature.

Customize your workspace appearance:

  • Primary accent color
  • Navigation bar color
  • Button colors

White-Label Options​

Enterprise only:

  • Remove Harmony branding
  • Custom login page
  • Custom email templates
  • Custom domain

Handbook​

The workspace Handbook provides organizational context to AI features.

What is the Handbook?​

A repository of company knowledge that:

  • Informs Companion responses
  • Provides context for Agents
  • Ensures consistent AI behavior

Handbook Contents​

Add information about:

  • Products and services
  • Policies and procedures
  • Team structure
  • Industry terminology
  • Customer segments

Managing the Handbook​

  1. Go to General Settings → Handbook
  2. Add or edit content
  3. Organize by category
  4. Publish changes

Learn more about Handbook →

Default Settings​

Default Meeting Behavior​

Set workspace-wide defaults for new users:

SettingOptionsStatus
Auto-join meetingsOn / Off / Selective🔜 Coming soon
Recording notificationOn / Off✅ Available
Transcript languageAuto-detect / Specific✅ Available

The auto-join feature is not currently available. Users must manually invite Harmony Companion to each meeting using the Quick menu → Remote option. Auto-join functionality is being actively developed.

Default Companion Settings​

Set baseline Companion behavior:

  • Default response style
  • Memory enabled/disabled
  • Auto-suggest questions

Users can override these in their personal settings.

Default Notification Settings​

Configure default notifications for new users:

  • Email digest frequency
  • In-app notification types
  • Default quiet hours

Workspace Preferences​

Timezone​

Set the workspace default timezone:

  • Affects scheduled reports
  • Default for new users
  • Dashboard date displays

Language​

Default interface language:

  • New users start with this language
  • Affects shared content
  • Users can override

Working Hours​

📝 ASSUMPTION: Working hours configuration availability.

Define standard working hours:

  • Affects scheduling
  • Influences quiet hours
  • Used for analytics

Data & Storage​

Data Retention​

Configure how long data is kept:

PlanOptions
Solo30 days (fixed)
Plus30, 60, or 90 days
MaxAny duration
EnterpriseFully customizable

Storage Usage​

Monitor workspace storage:

  • Current usage
  • Storage limits
  • Breakdown by type (recordings, transcripts, etc.)

See Usage Dashboard →

Integrations Overview​

Quick access to connected integrations:

  • View connected apps
  • Check sync status
  • Manage connections

Configure Integrations →

Workspace Deletion​

⚠️ Warning: This action is irreversible.

Deleting a Workspace​

Only workspace Owners can delete:

  1. Go to General Settings
  2. Scroll to Danger Zone
  3. Click Delete Workspace
  4. Enter workspace name to confirm
  5. Enter password
  6. Click Permanently Delete

What Gets Deleted​

  • All recordings and transcripts
  • All insights and reports
  • All user data within workspace
  • All integrations and settings

What's NOT Deleted​

  • User accounts (users can join other workspaces)
  • Billing history (retained for records)
  • Exported data (already downloaded)

Transferring Ownership​

Transfer workspace ownership to another admin:

  1. Go to General Settings → Ownership
  2. Select new owner from admin list
  3. Confirm transfer
  4. New owner receives notification