WORKSPACE ADMIN

Settings

Settings control the identity, defaults, and security of your Wusool workspace, and they hold the danger zone for permanently deleting it.

Update the workspace name or upload a new logo from Settings. The name appears in the sidebar, email invitations, and exported reports. The logo displays in the top-left corner of the app. Supported formats are PNG, JPG, and SVG (max 2 MB).

Workspace preferences

Set the defaults that govern how data is displayed across the workspace.

Workspace preference defaults
PreferenceWhat it controls
TimezoneThe reference timezone for timestamps and activity
Date formatHow dates render throughout the app
CurrencyThe default currency for monetary values

Security

Authentication

Wusool uses magic-link authentication by default, powered by Supabase Auth. Users receive a one-time login link by email instead of managing a password.

Security activity

The Settings > Security screen gives Admins quick links to audit and account-activity views, shows the workspace MFA status, and lists a short set of monthly security checks. Use it to review recent security-relevant events and confirm new users have completed email verification.

Fiscal periods

Fiscal periods define the calendar your planning data runs on. They are used by Scenarios and Targets to organise planning numbers into meaningful time buckets.

Open Fiscal Periods

Go to Settings → Fiscal Periods.

Create a period

Click New Fiscal Period and set the name, start date, and end date. Common examples: FY2025, Q3 2025, H1 2026.

Set it as active

Mark a period as Active to make it the default reference point for new Scenarios and Targets. You can have only one active period at a time.

Tip

Create all the fiscal periods you plan to use before you start building Scenarios. You cannot attach a Scenario to a period that doesn’t exist yet.

Integrations

The Integrations section lists external services connected to your workspace. Integration support is expanding, so check back here for available connectors and setup instructions.

Danger zone

Warning

Deleting a workspace is permanent and cannot be undone. All Dimensions, users, groups, Workbooks, and historical data will be destroyed.

At the bottom of the Settings page you’ll find the option to delete the workspace. Before you proceed, export any data you want to keep. To delete, click Delete Workspace, type the workspace name to confirm, and submit. If you need help recovering from an accidental deletion, contact support immediately.