Workspace settings

Shape the workspace defaults

Workspace is the organization configuration surface in TrialStack. It is where teams manage the shared settings that shape how the platform behaves for everyone in the workspace.

Keep the setup intentional

The preferences model is organized around:

• organization identity and profile context
• allowed web domains for policy-enforced external retrieval
• allowed AI models that can be used through the gateway
• default models for different workflow families
• inline AI writing assistance defaults

Personal appearance controls, including theme and density, live in Account. Workspace keeps the organization defaults that affect shared workflows.

In the product

Workspace keeps shared organization settings, source policy controls, and AI defaults in one governed page.

Manage source policy

Allowed Web Domains lets administrators define which external sources are available to policy-enforced retrieval flows.

Some AI-assisted workflows can also use governed external enrichment. TrialStack still applies source policy, but the retrieval profile can be shaped by the target entity and requested fields so generated context is closer to the record being edited.

Add a source by giving it a clear display name, therapeutic area coverage, and canonical domain URL.

Existing sources remain editable so teams can refine scope as policy changes.

Manage approved models

Allowed Models is the allowlist for AI Gateway provider and model pairs that the workspace can use.

The default model fields drive action operation forms and workspace generation flows. When an action or document workflow does not override a model, TrialStack shows the organization default for generate, regenerate, import, verify, documents, evidence packs, or insights so reviewers can see which model family will be used before saving the action or starting generation.

Editing a model pair keeps the approved provider and gateway model mapping explicit.

Adding a model uses the same provider-plus-model pattern, which keeps the allowlist easy to review.

Use it when the operating model changes

Open Workspace when:

• administrators need to set or review workspace defaults
• the organization wants consistency across AI-assisted workflows
• localization or display settings need to reflect how the team operates

Remember the blast radius

Preference changes can affect many users at once. Teams should treat them as shared operating defaults, not as casual personal tweaks hidden from the rest of the workspace.