Project Settings
Welcome to the Project Settings documentation. This guide covers all aspects of configuring and managing your projects and workspace.
Overview
Project Settings is divided into two main sections:
Project Section
Settings specific to individual projects:
General Settings - Project details, visibility, and configuration
Users Management - End-users who interact with your AI assistant
Secrets Management - Sensitive configuration values and credentials
Workspace Section
Settings that apply across your entire workspace (Admin only):
Access Keys - API keys and workspace-level credentials
People Management - Platform administrators and builders
Accessing The Project Settings
Inside a project, click on the cog sign in order to access the project settings:
Quick Start
For Project Owners
Start with General Settings to configure your project basics
Add end-users in Users Management
Store API keys and credentials in Secrets Management
For Workspace Administrators
Manage your team in People Management. This will give them access to the Stage5 platform.
Configure workspace API access in Access Keys
Review all project-level settings
Documentation Pages
General Settings
Configure core project information including:
Project name and metadata
Project visibility (public/private)
Analytics settings
Project deletion
Audience: Project owners and administrators
Users Management
Manage end-users who interact with your AI assistant:
Add users via phone number and email
Assign users to environments (dev/staging/production)
Search and filter users
Edit and remove users
Audience: Project members who need to manage end-user access
Secrets Management
Securely store sensitive configuration values:
API keys and tokens
Database connection strings
Authentication credentials
Third-party service keys
Audience: Developers and project administrators
Access Keys
Manage workspace-level API credentials:
Workspace API keys
Integration credentials
Key rotation and revocation
Usage monitoring
Audience: Workspace administrators and owners only
People Management
Control who can build and administer the platform:
Invite team members
Assign roles (Admin, Member)
Manage permissions
Monitor team activity
Audience: Workspace administrators and owners only
Key Concepts
Projects vs. Workspace
Projects: Individual AI assistants or applications you build
Workspace: The overall environment containing all your projects and team
Users vs. People
Users: End-users who interact with your AI assistants (managed per project)
People: Your team members who build and manage projects (managed at workspace level)
Secrets vs. Access Keys
Secrets: Project-specific sensitive values used in application code
Access Keys: Workspace-level credentials for platform integrations
Environments
Projects can have multiple environments:
Development: Personal testing environment
Staging: Team testing environment
Production: Live customer-facing environment
Permission Levels
Project Level
Owner: Created the project, full control
Member: Can access and modify project settings
Workspace Level
Admin: Full workspace control, can manage all settings
Builder: Can create and manage projects
Viewer: Read-only access
Getting Help
Documentation
Read the specific documentation page for detailed instructions
Check the troubleshooting sections in each guide
Review best practices and security guidelines
Support Channels
Documentation: https://stage5-ai.gitbook.io/stage5-docs/
Slack Community: Join for community support
Contact: Reach out to your workspace administrator
Security Best Practices
Access Control
Grant minimum necessary permissions
Regularly audit user and people lists
Remove access promptly when no longer needed
Secrets Management
Rotate secrets regularly
Use strong, randomly generated values
Delete unused secrets
Access Keys
Implement key rotation schedules
Monitor usage for anomalies
Revoke compromised keys immediately
Set expiration dates
User Management
Validate email addresses and phone numbers
Assign users to appropriate environments
Review user access quarterly
Document user purposes
People Management
Enforce multi-factor authentication
Limit administrator count
Monitor activity logs
Follow proper offboarding procedures
FAQ
Q: What's the difference between Users and People? A: Users are end-users who interact with your AI assistant. People are your team members who build and manage the platform.
Q: Can I recover a deleted project? A: No, project deletion is permanent. Always back up important data before deleting.
Q: Who can see project secrets? A: Any project member can add, edit, and delete secrets. Secret values are never displayed for security.
Q: Why can't I access Access Keys or People Management? A: These features require administrator or owner privileges. Contact your workspace admin.
Q: How do I reset a user's password? A: User authentication is handled by the users themselves. They can reset their password through the login screen.
Q: Can I export my user list? A: Check the Users Management interface for export options, or contact support for data export requests.
Q: What happens to users when I delete a project? A: Users lose access to that specific project but remain in the system. They can still access other projects they're assigned to.
Glossary
Project: An individual AI assistant or application
Workspace: Collection of projects and team members
User: End-user who interacts with AI assistants
People: Team members who build and manage the platform
Environment: Deployment stage (dev/staging/production)
Secret: Project-specific sensitive configuration value
Access Key: Workspace-level API credential
Admin: User with full workspace control
Builder: User who can create and manage projects
Viewer: User with read-only access
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