- understand what changes when you switch workspaces
- tune configuration in a Calibration workspace without changing Live
- save reusable workspace presets
- promote a preset from Calibration to Live
- decide which settings are workspace-scoped and which settings are tenant-wide
Live is the default production workspace. Calibration is the
recommended workspace for testing configuration changes before they are used
in Live screening and risk-assessment workflows.
Switching Workspaces
The workspace selector appears in the main sidebar. The selected workspace controls the workspace-aware configuration that the app uses for the current organization. The example below shows the actual Workspaces configuration page with the selector open. Most organizations start with two active workspaces:
When you switch workspaces, the sidebar label changes immediately. Configuration pages, presets, and workspace-scoped API behavior should then reflect the selected workspace.
What Is Workspace-Scoped
Workspace-scoped configuration changes with the selected workspace. It is owned by the workspace so that Calibration can safely diverge from Live while administrators test changes. Workspace-scoped settings include:- Match scoring, including feed thresholds, workflow thresholds, and News retrieval controls
- Role-aware adverse media, including article labels, confidence thresholds, and automatic adverse-media filtering
- Repeated Alert Suppression, including repeat-alert rules and suppression state
- screening source and feed settings where available
- automatic disposition and alert tuning settings where available
- risk-assessment and continuous risk review settings where available
- webhook and integration settings that are explicitly workspace-specific
- profile groups and screening frequency settings for the selected workspace
- custom workspace presets and configuration history for each supported configuration page
Workspace-aware API and service calls use the current workspace context behind
the scenes. In the app, the selected workspace is sent with requests. For
integrations, API keys and server-side authorization determine which workspace
configuration applies.
Configurations And Presets
Configuration pages usually combine three related concepts:
Use workspace presets when a configuration has an operational purpose that you may want to reuse later. A good preset name and description should explain why it exists, what workflow it supports, and whether it is intended for Live use or continued calibration.
Promote A Workspace Preset
Promotion copies a saved workspace preset from the current workspace into another workspace. The common path is to tune and save a preset in Calibration, then promote that preset into Live. Promotion does two things:- Copies the saved preset into the target workspace.
- Optionally applies that preset to the target workspace immediately.
Calibration To Live Workflow
Use this sequence when testing configuration changes before production rollout:- Select Calibration from the sidebar workspace selector.
- Open the configuration page you want to tune, such as Match Scoring or Repeated Alert Suppression.
- Start from the closest built-in preset or the current Calibration preset.
- Make one focused set of changes and add a clear change description when saving.
- Test with representative approved cases in Calibration. For screening, compare result volume, false positives, missed-risk sensitivity, and analyst workload. For risk assessments, compare the retrieved evidence and final reasoning against expected behavior.
- Save the calibrated settings as a workspace preset with a name and description that explain the intended Live use.
- Promote the preset to Live. Leave immediate apply off if you want to stage the preset for a final Live review, or turn it on only when you are ready to deploy the configuration.
- Switch to Live, confirm the configuration and active preset, then monitor the first affected workflows.