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Managing your Workspace Settings in Propensity

Updated

What this is

Workspace Settings is the central location for configuring and managing your workspace settings, integrations, administrative controls, and default platform behavior in Propensity.

This area allows workspace admins to:

  • Configure general workspace settings
  • Manage users and billing
  • Configure CRM and SSO integrations
  • Define audience and scoring settings
  • Manage exclusions and alerts
  • Configure default Propensity Display Network settings

Workspace Settings also acts as the primary location for managing many of the default behaviors used across campaigns and audiences.

When to use this

Use Workspace Settings when:

  • Managing workspace-level configurations
  • Updating default campaign settings
  • Managing users and permissions
  • Configuring Salesforce or HubSpot integrations
  • Setting up SSO authentication
  • Configuring Custom Warmth Scoring or Intent Groups
  • Managing exclusions and alerts
  • Reviewing billing or payment information

Accessing Workspace Settings

To access Workspace Settings:

  1. Open your workspace in Propensity
  2. Click your workspace name
  3. Select Workspace Settings

My Workspaces

The My Workspaces tab contains your workspace-level configuration settings.

You can edit these settings using:

  • The pencil icon
  • The Edit option under More Actions

This section includes:

General Workspace Settings

Workspace Name

The display name of the workspace.

Workspace URL

The workspace URL associated with your environment.

Workspace Timezone

The workspace time zone controls how date and time information is displayed across parts of the platform. Updating the workspace time zone helps ensure timestamps align with your team’s local working hours and reporting expectations.

The workspace time zone impacts how timestamps are displayed across the platform, including:

  • Campaign Snapshot timestamps

  • Contact Website Tracker activity timestamps

  • Additional date and time fields across the platform

Default Domain Exclusions for PDN

Configure domains that should be excluded from Propensity Display Network (PDN) campaign targeting only.

ABM Domain Exclusions

Configure domains that will be excluded from ABM Dashboard, ABM Connected Website, and Website Tracker.

Default Include In-App Mobile Ads

Controls whether in-app mobile inventory is included by default for supported campaigns.

Default Frequency Cap

Controls how often ads can be shown to the same audience within a specified timeframe.

The Limit the maximum number of impressions allowed.

The Duration defines the frequency cap timeframe.

For more information, see:

Percent Budget Over Accrual Allowance controls the allowed percentage over the expected budget accrual threshold.

Okta (SSO)

In this section, you can configure your Okta SSO that will be used when logging into Propensity

For more information, see:

Microsoft Azure (SSO)

You can also configure a Microsoft Azure SSO.

For more information, see:

Actions

The Actions menu contains additional workspace-level configuration features.

Custom Contact Scoring

Custom Warmth Scoring allows you to define your own rules for how contacts are classified as cold, warm, or hot based on engagement signals. 

Instead of relying only on default scoring, you can create rules using conditions created by your team. For more information, see:

Custom Account Scoring

Custom Account Scoring allows you to customize how different engagement and intent signals contribute to the overall Propensity Score for accounts.

Using scoring rules, you can assign weighted point values to different account signals and define how those signals influence account scoring within your workspace. For more information, see:

Intent Groups

Intent Groups allow you to organize intent signals into separate reusable groups with their own AND / OR matching logic. For more information, see:

Connections

The Connections tab manages your personal data connections, such as Salesforce, Hubspot, Slack, Linkedin, etc.

Connections in Propensity contains detailed information about this section.

Workspace Users

The Workspace Users tab allows admins to manage workspace users and permissions.

From this section, you can:

  • Invite users
  • Change permissions
  • Set billing contacts
  • Deactivate users

Billing

The Billing tab contains workspace billing information and payment management tools.

This section allows you to:

  • Review billing history
  • Manage payment methods
  • Add prepaid media credits

Installed Packages

The Installed Packages section is used to install and manage CRM packages for:

  • Salesforce
  • HubSpot

These packages are used to integrate Propensity with your CRM environment.

For setup instructions, see:

Exclusions

The Exclusions section allows admins to manage contacts and accounts excluded from campaigns.

Exclusions can be added by:

  • Uploading lists manually
  • Connecting CRM reports or lists

This helps prevent specific contacts or accounts from being targeted in campaigns.

Sales Alerts

Sales Alerts allow teams to configure notifications based on engagement activity.

Alerts can notify your sales team when:

  • A contact becomes Hot
  • A contact visits your website

Supported alert destinations include:

All alert types include an ICP Only option that restricts notifications to contacts and accounts within your ICP.

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