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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

  1. Log in to the cobby portal at app.cobby.io.

  2. Go to SettingsWorkspace.

Result: The workspace settings page displays your configuration options.

Configure Basic Settings

Update Workspace Name

  1. In the workspace settings, locate the Workspace Name field.

  2. Enter your preferred workspace name.

  3. Click Save.

Result: Your workspace name is updated throughout the cobby portal.

View License Key

Your workspace license key is displayed in the settings:

  1. Locate the License Key section.

  2. 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

  1. In workspace settings, find the Language dropdown.

  2. Select your preferred language.

  3. Click Save.

Result: The cobby portal interface updates to your selected language.

Configure Data Settings

Indexing Preferences

Control how cobby indexes your product data:

  1. Go to SettingsIndexing.

  2. 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
  3. Click Save.

Result: cobby indexes products according to your preferences.

Data Storage

Review your data storage settings:

  1. In workspace settings, check the Data Storage section.

  2. View current usage and limits.

  3. Upgrade your plan if you need more storage.

Advanced Configuration

Connect Shop Credentials

Configure the connection between cobby and your Magento store:

  1. Go to SettingsShop Connection.

  2. Enter your shop details:

    • Shop URL: Your Magento store URL
    • API Credentials: Username and key from Magento
  3. Click Save and wait for synchronization.

Result: cobby connects to your Magento store and begins syncing.

Notification Settings

Configure how you receive cobby notifications:

  1. Go to SettingsNotifications.

  2. Choose notification preferences:

    • Email notifications for updates
    • Error alerts
    • Team activity notifications
  3. 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

More Information