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Managing Your Niobi Workspace Settings

Learn how to configure your Niobi workspace settings. Manage workspace profile, security, integrations, and notification preferences for your team.

By Niobi Team · Published 2026-06-12

Managing Your Niobi Workspace Settings Introduction The Niobi workspace dashboard serves as your corporate configuration center. It allows authorized users to manage company identity profiles, organize operational staff divisions, provision programmatic developer keys, and set up local currency wallets. Properly utilizing this tab ensures your legal workspace data remains correct and accessible across your business workflows. What you'll learn: - Navigating the platform Workspace directory - Updating user profile fields and identifying strict account parameters - Reviewing corporate organization data limits - Structuring optional teams and routing member invitations - Generating secure programmatic API keys for local payment processing - Managing active currency accounts via direct toggle switches Time to complete: 3–5 minutes \--- 🔍 Before You Start Ensure you meet the following baseline requirements to access and modify workspace parameters: - Role Permissions: You hold the Director role in your specific workspace profile to execute administrative changes. - Portal Link: You are securely logged in at the main client platform via niobi.co. Accessing the Workspace Module 1. Log into your profile at niobi.co and pass your secure 2FA authentication layer. 2. Look at the fixed left navigation menu, scroll down, and click directly on the Workspace tab to load your configuration submenus. 🏢 Workspace Core Navigation Tabs 👤 1. Profile Panel The Profile window houses individual user credentials and access criteria: - Modifiable Fields: Enter or edit your preferred First Name and Last Name directly inside the open text blocks. - Locked Parameters: For strict data compliance and security tracking, you cannot manually alter your registered Email Address, your verified Phone Number, or your assigned platform Role (e.g., Director or Admin). If these fixed data points require adjustment, a formal support ticket must be raised. - Execution Rule: Fill in your updated name fields, scroll to the bottom, and click the Update button to save changes immediately. 🏢 2. Organization Panel The Organization dashboard displays the overarching corporate profile associated with your Niobi environment: - Data Transparency: View essential business indicators, registered office footprints, and corporate reference identities. - Strict Limitations: Most corporate data blocks in this section are locked for legal accounting purposes and cannot be changed manually by standard users. 👥 3. Teams Panel The Teams module provides a flexible, modular layout to divide responsibilities within your company. Note: Using teams is entirely optional. Your workspace can operate smoothly without ever creating or configuring a single team. - View Structure: Audit all current departments, functional groups, or regional office divisions listed on your main screen. - Create a Team: Click the Create Team button, enter a mandatory Team Name and a brief operational description,