Company Settings#

Owners and Admins can configure company-wide settings that affect your entire workspace.

Accessing Settings#

1. Log in to your company workspace
2. Click Settings in the sidebar
3. Navigate through setting categories

General Settings#

Company Information#

Company Name: Your organization's name as displayed throughout Nanabase.

Workspace URL: Your subdomain (e.g., acme.nanabase.co). This is set during creation and cannot be changed without contacting support.

Company Logo: Upload your company logo (PNG or JPG, max 2MB). Displayed in the sidebar and emails.

Description: Brief description of your company (optional). Visible to members.

Contact Information#

Company Email: Primary contact email for your organization.

Company Website: Your company's website URL.

Industry: Select your industry for better analytics and comparisons.

Company Size: Select employee count range.

Member Settings#

Default Role#

Set the default role for new members:

• Member (recommended) — Standard access
• Viewer — Read-only access

Admins can always change roles after someone joins.

Join Requests#

Configure how people join your workspace:

| Option | Description | |--------|-------------| | Require Approval | Admins must approve each request (default) | | Allow Domain | Auto-approve users with matching email domain | | Invite Only | Disable join requests entirely |

Domain Auto-Approve#

If enabled, users with matching email domains are auto-approved:

1. Enable Allow Domain
2. Enter your company domain(s): acme.com, acme.co.uk
3. Users with those email domains can join automatically

Directory Settings#

Default Contact Visibility#

When members add contacts, default visibility:

• Private — New contacts start private
• Shared — New contacts shared by default

Members can always change visibility when adding contacts.

Duplicate Detection#

Configure duplicate detection for imports:

• By Email (default) — Match by email address
• By Name + Company — Match by name and company combo
• Disabled — No automatic detection

Required Fields#

Require certain fields when adding contacts:

• First Name and/or Last Name (always required)
• Email (optional)
• Company (optional)
• Tags (optional)

Notification Settings#

Admin Notifications#

What notifications admins receive:

• New join requests
• Member left
• Import completed
• Export completed
• Security alerts

Team Notifications#

What all members receive:

• Intro requests
• Contact updates (optional)
• Weekly summary (optional)

Configure personal notifications →

Security Settings#

Session Duration#

How long users stay logged in:

• 30 days (default)
• 7 days (more secure)
• 24 hours (high security)

Users will need to re-authenticate after this period.

Two-Factor Authentication#

Require 2FA for team members:

• Optional — Members can enable if they want
• Required for Admins — Admins must use 2FA
• Required for All — Everyone must use 2FA

IP Restrictions (Enterprise)#

Restrict access to specific IP ranges. Contact us for enterprise features.

Data & Privacy#

Data Retention#

How long deleted data is retained:

• 30 days (default) — Recoverable for 30 days
• Immediate — Permanent deletion (no recovery)

Export Permissions#

Who can export data:

• Owner Only — Most restrictive
• Admins and Owner (default)
• All Members — Least restrictive (personal exports only)

Audit Logging#

Audit logs are always enabled and retained for:

• 90 days (standard plans)
• 1 year (professional plans)
• 7 years (enterprise plans)

View Audit Logs →

Integrations#

Connected Services#

View and manage connected integrations:

• See which services are connected
• Revoke access if needed
• Add new integrations

Webhooks (Coming Soon)#

Configure webhooks for external integrations.

API Access (Enterprise)#

Manage API keys and access. Contact us for enterprise API access.

Billing & Subscription#

Current Plan#

View your current subscription:

• Plan name
• Billing cycle
• Next billing date
• Member count vs. limit

Upgrade/Downgrade#

Change your plan:

1. Go to Settings → Billing
2. Click Change Plan
3. Select new plan
4. Confirm and process payment

More about billing →

Payment Methods#

Add, remove, or update payment methods.

Billing History#

Download invoices and view payment history.

Danger Zone#

Transfer Ownership#

Transfer company ownership to another member:

1. Scroll to Danger Zone
2. Click Transfer Ownership
3. Select new owner
4. Confirm with password

More about ownership transfer →

Delete Company#

Permanently delete your company and all its data:

1. Scroll to Danger Zone
2. Click Delete Company
3. Type company name to confirm
4. Enter password
5. Company is permanently deleted

Settings by Role#

| Setting | Owner | Admin | |---------|:-----:|:-----:| | General info | ✅ | ✅ | | Member settings | ✅ | ✅ | | Directory settings | ✅ | ✅ | | Notifications | ✅ | ✅ | | Security | ✅ | ❌ | | Billing | ✅ | ❌ | | Transfer ownership | ✅ | ❌ | | Delete company | ✅ | ❌ |

Frequently Asked Questions#

Can I change my workspace URL? Not self-service. Contact support if you need to change your subdomain.

What happens if I change the default role? Only affects new members going forward. Existing members keep their current roles.

Can I restrict certain settings to specific admins? Not currently. All admins have the same access to non-owner settings.

How do I cancel my subscription? Go to Billing → Cancel Subscription. You'll retain access until the end of your billing period.

Can I transfer data to another workspace? Export from one workspace and import to another. Contact support for large migrations.

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