Settings
Workspace settings are split across three tabs. Reach them from Settings in the top navigation. You need Admin or Owner role for most settings actions.
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Workspace sidebar with the Settings menu item highlighted
See docs/help-screenshot-manifest.md for capture instructions.
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Settings page with the tab strip across the top showing General, Members, API Keys, and Rules tabs
See docs/help-screenshot-manifest.md for capture instructions.
General tab
SettingsGeneral lets you change:
- Workspace name (2–64 characters). Shown in the workspace switcher dropdown and page titles.
- Description (optional, max 280 characters). Visible to all workspace members.
- Timezone. Used to display schedule fire times, the analytics activity heatmap, and any time-of-day targeting rules.
Click Save to apply changes. Only workspace Owners can edit these fields.
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General settings tab form with Workspace name input, Description textarea, Timezone dropdown, and a Save button at the bottom
See docs/help-screenshot-manifest.md for capture instructions.
Members tab
SettingsMembers shows all current workspace members with their roles and last-active times.
| Action | How |
|---|---|
| Invite a member | Click Invite member. Enter their email and choose a role. They receive an email invitation. |
| Change role | Use the role dropdown on any member row (Admin or Owner only). |
| Remove member | Click the trash icon on a member row and confirm. Removing yourself is only possible if another Owner exists. |
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Members tab with a table of workspace members showing avatar, name, email, role dropdown, last active timestamp, and per-row trash icon; Invite member button in the top right
See docs/help-screenshot-manifest.md for capture instructions.
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Invite member dialog with email input, role dropdown (Owner, Admin, Member, Viewer), and a Send invitation button
See docs/help-screenshot-manifest.md for capture instructions.
API Keys tab
SettingsAPI Keys manages programmatic access keys. See the API Keys & REST API help page for a complete guide including sandbox mode, rate limits, idempotency, and the MCP server.
Targeting Rules tab
SettingsRules lets Owners and Admins create workspace-private targeting rules that apply to all promotions in this workspace. These are separate from the platform-wide rules curated by Ubalitics admins.
What targeting rules do
A rule runs twice for every promotion target: once while you compose (surfacing warnings inline in the Composer's variant editor) and once at execution time as a defence-in-depth check. Two severity levels:
- ⚠ Warning — advisory. You can still publish, but the rule message is shown to remind you of platform norms.
- ❌ Hard block — the target is skipped entirely. You cannot override a hard block without deleting or disabling the rule.
Creating a rule
- Click Create rule on the Rules page.
- Choose the target type: all channels, a specific connector (e.g., all Reddit targets), a specific channel (e.g., only r/MachineLearning), or a niche tag.
- Write the condition using the visual editor or a JsonLogic expression. Common operators:
contentMatchesRegex,strlen(text length),hourOfDayInWorkspaceTz,lastPostedToChannelMinutesAgo. - Set the message — what users will see when the rule triggers.
- Choose Warning or Hard block.
- Click Save rule. The rule is active immediately for all new promotions.
Proposing a rule for global adoption
If you discover a platform policy that should apply to all AI Boost Post workspaces (e.g., "r/MachineLearning now requires research-paper format"), click Propose to globalon any workspace rule. A Ubalitics admin will review and publish it globally if it's broadly applicable.
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Targeting Rules tab with a list of workspace rules showing target scope, severity badge (warning or hard block), message text, and per-row Edit and Delete actions
See docs/help-screenshot-manifest.md for capture instructions.
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Rule editor form with target-type dropdown, condition builder (JsonLogic visual editor), message textarea, and severity radio buttons
See docs/help-screenshot-manifest.md for capture instructions.