Workspace settings

Workspace settings control the behavior of the Querio workspace.

Use this area for settings that affect the whole team rather than one explore or one datasource.

Examples include:

• Workspace name and logo
• Member management
• Workspace-level defaults
• Statuses and tags for organizing explores and boards
• Developer access settings
• Single sign-on (SSO)
• Support: Chat directly with the Querio team, schedule a call, or request a private Slack Connect channel.

Except for the Support tab (which is available to all members), only admins should change workspace settings.

Statuses and tags

Use the Statuses & Tags tab to define the labels your team uses to organize work across the workspace.

Statuses are single-select labels for an explore or board, such as Trusted or Needs review. Tags are multi-select labels that can group work by team, topic, workflow, or customer.

Read Statuses and tags for how users should think about the difference.

Admins can create, edit, and delete statuses and tags from workspace settings. Each status or tag has a name, description, and color. Statuses can also have an icon.

After statuses and tags are created, users can apply them from an explore and use them in History to find related work.

Single sign-on

Workspace admins can configure single sign-on (SSO) from the Integrations tab in workspace settings. Querio supports OpenID Connect (OIDC) providers, including Okta.

To configure SSO, enter the provider's issuer URL, your organization's email domain, and the OIDC client ID and client secret. Choose one of these modes:

• Optional: Members can use SSO or the other available sign-in methods.
• Enforced: Members of the configured domain must sign in with SSO. Password, Google, and password-reset sign-in flows are unavailable for that workspace.
• Disabled: Keeps the connection details but turns off SSO sign-in.

Members using an enforced SSO workspace are directed to the SSO sign-in flow. Invitees also see the SSO option instead of password or Google sign-in.