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Account & settings

Managing workspace settings

Configure your workspace — company details, currency, fiscal year, notification defaults, and preferences.

The Settings page is where you configure your workspace to match how your organisation operates. This article covers every section and what each setting affects.

Only Admins can change workspace settings. Members and Viewers can view some settings but cannot edit them.

Accessing settings

Click Settings in the left sidebar. The settings page has five tabs: Workspace, Integrations, Team, Billing, and Notifications. This article covers the Workspace tab. The other tabs are covered in their own articles.

Company details

These fields were set during onboarding (Stage 4 — Company details). You can edit them at any time:

  • Company name — your legal or trading name. Appears in report headers, exported PDFs, and billing documents.
  • Industry — used to benchmark your spend against similar organisations. Changing this affects the benchmarking data on the dashboard and in reports.
  • Company size — number of employees. Used in conjunction with industry for benchmarking.

Changing your company name does not affect past reports or exports — they retain the name that was in effect at the time they were generated.

Fiscal year

  • Fiscal year start — the month and day your financial year begins (e.g. 1 January, 1 April, 1 July).
  • Fiscal year end is calculated automatically.

This setting affects: the annual spend summary on the dashboard, the default "This year" filter across all pages, and the Spend-over-Time chart's year boundaries. Changing it mid-year recalculates all year-to-date figures.

Currency

  • Workspace currency — the primary currency displayed on the dashboard, in reports, and in exports.
  • Expense amounts from integrations in other currencies are converted at Doow's daily exchange rate.
  • The conversion rate used is shown as a tooltip on converted amounts.

Changing the workspace currency recalculates all displayed amounts. Historical exports are not affected.

Default filters

Set default filter values that apply across the dashboard and Applications page for all workspace members:

  • Default date range — the period shown when someone first loads the dashboard (current month, last 30 days, last quarter, or last 12 months). Individual members can override this for themselves from the dashboard.
  • Default department — if set, the dashboard and Applications page are pre-filtered to this department. Members can clear the filter. Leave blank to show all departments.

These defaults only apply the first time someone visits a page. If a member saves their own default view, their personal setting takes precedence.

Licence utilisation thresholds

Set the utilisation levels that trigger warnings:

  • Amber threshold (default: 50%) — apps below this level show an amber warning.
  • Red threshold (default: 25%) — apps below this level show a red warning.

These thresholds apply across the dashboard, Applications page, and reports. Changing them recalculates all warning flags immediately.

Doow AI preferences

  • Enable Doow AI — turn the AI feature on or off for your entire workspace. When off, the Doow AI sidebar item and the Cmd+K shortcut are hidden for everyone.
  • Allow what-if questions — when on, members can ask hypothetical questions ("How much would we save if…"). When off, Doow AI only answers factual questions about existing data.

Deleting your workspace

At the very bottom of the Workspace tab is the Delete workspace option. This is irreversible:

  1. Click Delete workspace.
  2. Enter your workspace name to confirm.
  3. All data is permanently deleted within 30 days. During those 30 days, you can contact support to reverse the deletion.
  4. Active subscriptions are not cancelled with vendors — you must handle those separately.

This action requires Admin access and cannot be performed by a Member or Viewer.