Dashboard

people
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Total Users
forum
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Channels
email
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Messages
cloud
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Storage Used
User Email Role Status Actions
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Channel Type Description Members Actions
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Workspace Info

File Uploads

Task & Approval Reminders

How persistently the app nudges people about overdue tasks and pending approvals. A reminder pop-up shows the items and lets people mark them done / approve them inline.

These hours apply to everyone in this workspace - only an admin can change them here.

lock At-Rest Encryption

When on, new messages, notes, documents, task descriptions and protocol content are encrypted on the server with this workspace's own data key. Encryption is turned on by the McKodev platform admin; once on, only the workspace owner can turn it off.

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palette Workspace Branding

Make this workspace your own. We use these for the sidebar, buttons and highlights only - the content stays clean and readable. Leave them on the McKodev default if you prefer.

Presets
tag groups task_alt
A themed link
MLive preview - changes apply instantly. Save to keep them.

folder_special File Cabinet Integration

Connect to Finance Manager's File Cabinet to send signed documents directly into your filing system. Credentials are found on your Finance Manager profile page under API Keys.

Run GET /api/v1/businesses with your credentials to find your business_id.

smart_toy AI & OpenAI Key

Use your own OpenAI API key so all AI features in this workspace (AI task drafting, /draft, and more) bill to your account.

delete_sweep Protocol deletion log

Every hard-deleted Protocol Trail run: what it was called, who started it, who deleted it, and when. Raw dump, newest first.

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verified_user Security audit log

Every data export and recovery-passcode event. Raw dump, newest first.

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