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Settings & team
Workspace, branding, roles, custom fields, danger zone.
14 articles
- Roles & permissions in OchreDefault roles, custom roles, and how to control who can do what across your workspace.
- Per-workspace Slack branding for AI repliesYour AI replies in Slack appear under your org logo and name, not Ochre's. The branding from Settings → Branding flows through automatically.
- Exporting your dataEmail hello@ochrehq.com from Settings → Danger zone and we send back a JSON ZIP of your workspace data within one business day.
- Workspace deletionEmail hello@ochrehq.com to request deletion. 30-day grace, then hard delete. How to cancel during grace and what to do first.
- Danger zoneThree irreversible actions: transfer ownership (one-click), data export (concierge), workspace deletion (concierge). Owner-only.
- Digest cadence: instant, hourly, dailyHow instant, hourly, and daily delivery work. The daily digest groups all daily-cadence kinds into a single email per day per user.
- Notification preferencesPer-event notification grid: in-app, email, Slack. Plus digest cadence per kind.
- Routing settingsWhere routing rules, SLA policies, and the AI default-assignee mode (human-first vs ai-first) live.
- Domain settingsSend and receive support email from your own domain. DKIM, SPF, and MX in three steps.
- Transfer ownershipMove the workspace owner role to another admin. Atomic, irreversible, and confirmed by typing the workspace name.
- Roles and permissionsOwner, admin, agent, light agent. The four fixed roles, what each can do, and how to pick the right one. No custom roles.
- Inviting team membersInvite teammates by email magic link. What roles do, how the seat gate works, and the difference between billable and free invites.
- Branding: logo, color, signatureUpload your logo, set an accent color, and write a signature template with name and org substitutions. Three fields that make every customer touchpoint look like you.
- Workspace settingsThe seven knobs that define your workspace: name, slug, language, timezone, business hours, AI on-call, and the Ochre support chat. Set them once and the rest of the product behaves.