Workspace settings
Workspace settings hold everything that applies across your whole workspace: its details, its people, its features, and the tools it connects to.
Open them from the workspace switcher or by going to Settings. The pages you see depend on your role, your plan, and which features are enabled, so your list may be shorter than the one below.
Project settings live separately, inside each project.
Administration
| Page | What it does | Who can use it |
|---|---|---|
| General | Workspace name, logo, company size, timezone. Shows the workspace URL, and holds the delete option. | Everyone can view; owners and admins can edit; only the owner can delete |
| Members | Invite people, manage roles, handle pending invites, and view agents and apps. See Members and invitations. | Not guests |
| Billing and plans | Your plan, subscription, and seats. See How billing works. | Owner and admin |
| Imports | Bring work in from Jira, Jira Server, Linear, Asana, ClickUp, Notion, Confluence, and CSV. | Owner and admin |
| Exports | Export project data as CSV, Excel, or JSON, and download past exports. | Roles with export access |
| Worklogs | Review and download time logged across all projects. | Roles with worklog access |
| Group syncing | Map identity provider groups to roles and projects. See IdP Group Sync. | Owner and admin |
| Identity | Domain verification and single sign-on (SAML, OIDC). Plane Cloud only. See Single sign-on. | Owner |
| Workspace Governance | Centralize configuration at the workspace level. Permanent once enabled. See Workspace governance. | Owner and admin |
| Audit logs | Security-relevant activity across the workspace. See Audit logs. | Owner and admin |
| Permissions | A read-only view of the permissions your own roles carry. | Anyone, where available |
Roles and permission groups Enterprise Grid
| Page | What it does |
|---|---|
| Workspace roles and permission groups | Create and manage custom workspace roles and the permission groups they are built from. |
| Project roles and permission groups | The same for project-level roles. |
Products
| Page | What it does |
|---|---|
| Wiki | Turn the wiki on or off, and manage page labels. |
| Plane AI | Enable Plane AI, native agents, and applets. See Agents. |
| Plane Runner | Manage scripts and functions used by automations and workflows. |
Work structure
These pages appear when the matching feature is enabled. States and workflows at the workspace level require workspace governance.
| Page | What it does |
|---|---|
| States | The states shared by every governed project. See States. |
| Work item types | Workspace-level work item types, their properties, hierarchy, and governance. See Work item types. |
| Workflows | Workspace-level workflows and approvals. See Workflows. |
Features
| Page | What it does |
|---|---|
| Project states | States and labels that apply to every project, plus the option to let members create projects. |
| Teamspaces | Turn teamspaces on or off. |
| Initiatives | Turn initiatives on or off, and manage initiative labels. |
| Customers | Turn customers on or off. |
| Templates | Manage project, work item, and page templates in one place. |
| Relations | Create custom relation types for connecting work items. |
| Integrations | Browse and install integrations: GitHub, GitLab, Bitbucket, Slack, Sentry, HubSpot, and more. |
| Connections | Connect MCP servers so Plane AI can use tools from your stack. |
| Automations | Workspace automations that apply across projects. See Automations. |
| Releases | Turn releases on or off. See Releases. |
Developers
| Page | What it does |
|---|---|
| Webhooks | Send events from Plane to external services. |
| Access Tokens | Create tokens to authenticate API requests from external systems. |
Both are limited to owners and admins. On self-hosted deployments, an instance administrator can disable access tokens entirely.
Imports and exports
Imports bring work from another tool into your workspace. Each importer is listed on the Imports page and available according to your plan. Import only what your team still needs; old backlogs rarely need to follow you.
Exports produce a file of your project data in CSV, Excel, or JSON. An export covers the projects you have access to, not necessarily every project in the workspace, and past exports remain available to download.
If a settings page is missing
A page you expect might be absent because:
- Your role does not allow it. Billing, webhooks, tokens, and audit logs are limited to owners and admins, and guests cannot open the members page.
- Your plan does not include it. Custom roles, audit logs, group syncing, identity, and several others depend on your plan.
- The feature is switched off. Many pages only appear once the feature is enabled. See Workspace features.
- It does not apply to your deployment. Identity is Plane Cloud only; on self-hosted, authentication is configured for the whole instance.