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General Settings

The General settings page (Workspace Settings → General) is where workspace admins configure the core identity and context of the workspace.

You need the relevant organization:*:all permissions to view and edit this page. By default only the Admin role has them. See Roles and Permissions.

What lives on the General page​

The General page is intentionally small. Today it has four sections:

  1. Organization logo
  2. Organization name
  3. Handbook (workspace-wide AI context)
  4. Billing usage summary (read-only, conditional)

Plus a Product Settings link that takes you to the Products page.

Settings that are not on the General page today:

  • Custom workspace URL / subdomain — not a self-serve setting.
  • Custom colours / theming — not a self-serve setting.
  • White-label / custom email templates / custom domain — not self-serve; contact your account team if needed.
  • Workspace timezone, language, working hours — not configured at the workspace level (timezone and language are user-level preferences).
  • Default Companion behaviour, default notification settings — these are per-user settings under User Preferences, not workspace defaults.
  • Workspace deletion — see Danger Zone below; the available self-serve action is Delete Account, not "Delete Workspace".
  • Transfer ownership — Harmony does not have a separate "Owner" role to transfer.

Upload a logo that represents your organisation. The logo appears throughout the Harmony interface — in the sidebar, on shared reports, and wherever the organisation identity is displayed.

  • Click the logo area to upload an image.
  • The logo uploads separately from the rest of the form — it saves automatically when uploaded.

Organization name​

The name of your workspace as it appears throughout the application — in the sidebar, on shared links, in emails, and in reports.

  1. Enter the new name in the Organization Name field.
  2. Click Save to apply.

Handbook​

The Handbook is a free-text area where you describe your organisation. This content is used as context for AI interactions — Companion, Insights, and other AI features reference the Handbook when reasoning about your data.

Use the Handbook to describe:

  • What your organisation does.
  • Your products or services and any names that are easy to confuse with general words.
  • Your target customers.
  • Key terminology or jargon used internally (acronyms, code names, methodology).
  • Pricing tiers, packaging, and non-standard deal structures the AI should be aware of.

The recommended maximum length is around 5,000 characters.

For project-scoped knowledge (when something only matters for a single Insight project), use Project Knowledge under that project's Basics tab — see Project knowledge.

For more on how Companion uses workspace context, see Companion context and Handbook.

Billing usage summary (read-only)​

A read-only Billing Usage panel appears on the General page when both of these conditions are met:

  1. You have the billing:read:all permission.
  2. The billing allowance UI feature is enabled for your workspace.

When visible, the panel shows:

  • Usage percentage — how much of your daily credit allowance has been consumed, with a progress bar.
  • Status — "Within limit" or "Over limit" (colour-coded).
  • Window end date — when the current billing window resets.
  • Last synced — when the usage data was last updated by the worker.

For unlimited plans, the panel shows "Unlimited — Usage tracked without a cap" instead of a progress bar.

This is a convenience summary only. For full billing management, go to Settings → Billing. See Subscription Plans, Seats Management, and Usage Tracking.

A clickable panel labelled Product Settings links directly to the Products settings page for quick access. See Products Configuration for details on enabling or disabling product features.

Danger Zone​

The General settings sidebar includes a Danger Zone section. The available self-serve action is Delete Account — it deactivates the user's Harmony account and removes their workspace memberships. It is not a "Delete Workspace" button.

The Delete Account flow:

  • Lives at Workspace Settings → Danger Zone → Delete Account (route /workspace/{workspaceSlug}/settings/delete).
  • Requires typing DELETE to confirm.
  • Is blocked when you are the only active admin in any workspace you belong to. In that case, the API refuses the request and your account stays active. Promote another member to admin first.
  • On success, clears your authentication tokens and redirects to the sign-in page.

For full details, see Deleting your account.

To remove an entire workspace and the data inside it, contact Harmony support — there is no fully self-serve "Delete Workspace" UI today. See Workspaces.