General
Workspace information
Update your workspace name, company name, industry, company size, and logo. These details appear in reports and help Porcia surface relevant benchmarks. Settings → General → Workspace InfoAdmin contact email
Set the email shown to employees in pulse banners and governance notifications (e.g. “Questions? Contact it@company.com”). This makes communications feel less automated and gives employees a human point of contact. Settings → General → Admin ContactIntegrations
Manage all connected data sources from Settings → Integrations.Email intelligence
- View connection status for Google Workspace and Microsoft 365 email scanning
- See last sync time and any errors
- Disconnect and reconnect integrations
- View the forwarding address for legacy email forwarding
SSO & directory
- View connection status for Google Workspace, Microsoft Entra, and Okta
- Trigger a manual sync
- Disconnect a provider
- View last sync time and discovered app count
Browser extension
- View how many devices have the extension installed
- See extension version distribution across the org
- View enrollment status
Notification channels
Connect Slack and Microsoft Teams for notification delivery: Slack:- Settings → Integrations → Slack
- Click Connect Slack
- Authorize the Porcia Slack app to your workspace
- Select default channels for workspace-level notifications
- Settings → Integrations → Microsoft Teams
- Click Connect Teams
- Follow the Teams app installation flow
- Select default channels for notifications
Notifications
Configure when and how the workspace sends notifications. Settings → NotificationsNotification types
Channels per notification type
For each type, set the delivery channel: in-app, email, Slack, or Teams. You can stack multiple channels for high-priority types (e.g. Critical finding → in-app + Slack).Renewal alert lead times
Configure how many days before a renewal date to send alerts. Defaults: 90 days, 60 days, 30 days. Adjust to match your procurement review cycle.Security
Audit log
Every admin action in the workspace is logged — role changes, integration connects/disconnects, rule changes, finding resolutions, billing changes, and more. Settings → Security → Audit Log Filter by event type, actor, or date range. Export as CSV for compliance reporting.Session settings
Configure session timeout duration for workspace members. Shorter timeouts improve security; longer ones reduce friction for active users.Data & privacy
Data retention
Configure how long different data types are retained after an integration is disconnected or an app is removed. Adjust to match your internal data retention policies or compliance requirements.Data export
Export all workspace data — app catalog, spend data, usage analytics, activity log — from Settings → Data → Export. Available formats: CSV, JSON.Workspace deletion
Settings → General → Danger Zone → Delete Workspace Workspace deletion is permanent. All data is removed within 30 days. Export everything you need before proceeding. Subscription is cancelled automatically.Billing
Billing settings live at Settings → Billing. See the Billing section for full documentation on plans, usage, and invoices.Next steps
Team management
Invite and manage team members
Roles & permissions
Configure access control
Connect integrations
Set up data sources
Rules engine
Automate workspace alerts