How to Configure Workspace Settings
Customize your cobby workspace settings including name, language, and general preferences.
Prerequisites
- Workspace owner or admin access
- Active cobby subscription
Access Workspace Settings
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Log in to the cobby portal at app.cobby.io.
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Go to Settings → Workspace.
Result: The workspace settings page displays your configuration options.
Configure Basic Settings
Update Workspace Name
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In the workspace settings, locate the Workspace Name field.
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Enter your preferred workspace name.
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Click Save.
Result: Your workspace name is updated throughout the cobby portal.
View License Key
Your workspace license key is displayed in the settings:
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Locate the License Key section.
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Copy the license key if you need to:
- Install the Excel add-in
- Switch between workspaces
- Connect additional computers
Result: You can use this key to configure cobby on new Excel installations.
Configure Language Preferences
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In workspace settings, find the Language dropdown.
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Select your preferred language.
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Click Save.
Result: The cobby portal interface updates to your selected language.
Configure Data Settings
Indexing Preferences
Control how cobby indexes your product data:
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Go to Settings → Indexing.
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Configure indexing options:
- Auto-index: Enable automatic product indexing
- Index frequency: Set how often cobby updates product data
- Index scope: Choose which products to include
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Click Save.
Result: cobby indexes products according to your preferences.
Data Storage
Review your data storage settings:
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In workspace settings, check the Data Storage section.
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View current usage and limits.
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Upgrade your plan if you need more storage.
Advanced Configuration
Connect Shop Credentials
Configure the connection between cobby and your Magento store:
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Go to Settings → Shop Connection.
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Enter your shop details:
- Shop URL: Your Magento store URL
- API Credentials: Username and key from Magento
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Click Save and wait for synchronization.
Result: cobby connects to your Magento store and begins syncing.
Notification Settings
Configure how you receive cobby notifications:
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Go to Settings → Notifications.
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Choose notification preferences:
- Email notifications for updates
- Error alerts
- Team activity notifications
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Click Save.
Result: You receive notifications according to your preferences.
Common Issues
Cannot save settings?
- Verify you have owner or admin permissions
- Check that all required fields are filled
- Try refreshing the page and attempting again
License key not working?
- Copy the key exactly as shown (no extra spaces)
- Verify you're using the key for the correct workspace
- Contact support if the key appears invalid
Changes not taking effect?
- Some settings require a page refresh
- Excel add-in changes require restarting Excel
- Allow a few minutes for settings to propagate
Related Tasks
More Information
- Indexing Settings Reference - Detailed explanation of sync behavior settings
- How cobby Works - Understanding cobby's architecture and data flow