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Overview

Settings is your central hub for configuring Apigene Copilot. Here you can manage workspace preferences, user settings, API configurations, and system-level options to tailor the platform to your needs.

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Accessing Settings

Navigate to Settings from the main navigation menu or user profile dropdown.

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Settings Categories

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User Settings

Personal preferences and account information. Profile Information
  • Display name
  • Email address
  • Profile picture
  • User role and permissions
Preferences
  • Default AI model preference
  • Theme (light/dark mode)
  • Language preferences
  • Notification settings
Keyboard Shortcuts
  • View available shortcuts
  • Customize key bindings
  • Enable/disable shortcuts
  • Quick reference guide

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Workspace Settings

Organization-level configurations. General
  • Workspace name
  • Workspace ID
  • Default settings for new users
  • Feature access control
Billing & Usage
  • Current plan details
  • Usage statistics
  • Billing information
  • Upgrade options
Team Management
  • Add/remove users
  • Assign roles
  • Permission levels
  • Access control

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Application Settings

Configure installed applications and integrations. Installed Applications
  • View all applications
  • Quick access to configuration
  • Security status overview
  • Usage statistics per app
Default Configurations
  • Default tool selection mode
  • Application access policies
  • Common parameters
  • Rate limiting preferences
API Keys Management
  • View configured API keys
  • Add new API keys
  • Rotate credentials
  • Test connections

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AI Model Settings

Configure AI model preferences and access. Model Providers
  • OpenAI configuration
  • Anthropic configuration
  • Google AI configuration
  • xAI configuration
API Keys
  • Add provider API keys
  • Test key validity
  • Set key priorities
  • Manage key usage
Default Models
  • Set default model for Copilot
  • Configure model fallbacks
  • Set model per use case
  • Cost optimization preferences

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Security Settings

Manage authentication and security policies. Authentication
  • Single Sign-On (SSO) setup
  • Multi-factor authentication
  • Session timeout settings
  • Password policies
Access Control
  • Role-based access control (RBAC)
  • Permission matrices
  • Resource access policies
  • API access restrictions
Audit & Compliance
  • Audit log retention
  • Compliance certifications
  • Data residency preferences
  • Export settings

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Integration Settings

Connect external services and tools. Webhooks
  • Configure webhook endpoints
  • Event subscriptions
  • Webhook security
  • Test webhook delivery
External Services
  • Connect collaboration tools
  • Integration with CI/CD
  • Monitoring services
  • Analytics platforms
Data Export
  • Export formats
  • Scheduled exports
  • Destination configuration
  • Data retention policies

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Common Configuration Tasks

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Adding API Keys for Model Providers

Enable AI models by adding provider API keys: OpenAI
  1. Navigate to Settings > AI Models
  2. Find OpenAI section
  3. Click “Add API Key”
  4. Paste your OpenAI API key
  5. Click “Save” and “Test Connection”
Anthropic
  1. Navigate to Settings > AI Models
  2. Find Anthropic section
  3. Click “Add API Key”
  4. Paste your Anthropic API key
  5. Select available models
  6. Click “Save”
Google AI
  1. Navigate to Settings > AI Models
  2. Find Google AI section
  3. Click “Add API Key”
  4. Paste your Google AI API key
  5. Configure model access
  6. Click “Save”

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Configuring Application Defaults

Set default behaviors for application usage: Tool Choice Default
  1. Settings > Application Settings
  2. Find “Default Tool Choice”
  3. Select: Auto / Required / None
  4. Apply to all users or per-user
Application Access
  1. Settings > Application Settings
  2. Configure default application access
  3. Set restrictions if needed
  4. Save preferences

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Managing User Access

Add or remove team members: Add User
  1. Settings > Team Management
  2. Click “Invite User”
  3. Enter email address
  4. Select role (Admin, User, Viewer)
  5. Send invitation
Remove User
  1. Settings > Team Management
  2. Find user in list
  3. Click “Remove”
  4. Confirm removal
  5. User access revoked immediately
Change User Role
  1. Settings > Team Management
  2. Find user in list
  3. Click “Edit Role”
  4. Select new role
  5. Save changes

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Configuring Notifications

Control how you receive notifications: Email Notifications
  • System alerts
  • Usage reports
  • Security notifications
  • Team activity updates
In-App Notifications
  • Real-time updates
  • Action completions
  • Error alerts
  • Collaboration notifications
Notification Preferences
  1. Settings > User Settings > Notifications
  2. Toggle notification types
  3. Set frequency (real-time, daily digest, weekly)
  4. Choose channels (email, in-app, both)
  5. Save preferences

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Advanced Settings

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Custom Model Endpoints

Configure custom or self-hosted models: Setup
  1. Settings > AI Models > Custom Endpoints
  2. Click “Add Custom Endpoint”
  3. Enter endpoint URL
  4. Configure authentication
  5. Set model parameters
  6. Test connection
  7. Save configuration
Use Cases
  • Self-hosted models
  • Organization-specific models
  • Compliance requirements
  • Cost optimization

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Rate Limiting

Configure rate limits for API usage: Application Rate Limits
  1. Settings > Application Settings
  2. Select application
  3. Set requests per minute/hour/day
  4. Configure burst limits
  5. Set user-specific limits
  6. Save configuration
Model Rate Limits
  1. Settings > AI Models
  2. Configure tokens per request
  3. Set concurrent request limits
  4. Define cooldown periods
  5. Apply limits

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Webhook Configuration

Set up webhooks for event notifications: Create Webhook
  1. Settings > Integrations > Webhooks
  2. Click “Add Webhook”
  3. Enter endpoint URL
  4. Select events to subscribe
  5. Configure security (signing secret)
  6. Test webhook
  7. Save and activate
Webhook Events
  • Action completed
  • Error occurred
  • User activity
  • System updates
  • Configuration changes

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Data Retention Policies

Configure how long data is retained: Action Logs
  1. Settings > Security > Data Retention
  2. Set retention period (30-365 days)
  3. Configure automatic cleanup
  4. Set archival rules
  5. Save policy
Chat History
  1. Configure retention duration
  2. Set archival preferences
  3. Define deletion policies
  4. Enable/disable exports before deletion

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Security Best Practices

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API Key Management

Best Practices
  • Rotate keys regularly (quarterly)
  • Use different keys for dev/prod
  • Never share keys publicly
  • Revoke compromised keys immediately
  • Use environment-specific keys
Key Rotation
  1. Generate new key with provider
  2. Add new key to Settings
  3. Test new key works
  4. Remove old key
  5. Update documentation

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Access Control

Principle of Least Privilege
  • Grant minimum necessary permissions
  • Regular access reviews
  • Remove access when no longer needed
  • Use role-based access control
  • Document access policies
User Roles
  • Admin: Full system access
  • User: Standard usage access
  • Viewer: Read-only access
  • Custom: Tailored permissions

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Audit Trail

Enable Comprehensive Logging
  1. Settings > Security > Audit Logs
  2. Enable all log categories
  3. Set appropriate retention
  4. Configure log exports
  5. Review logs regularly
What to Monitor
  • Configuration changes
  • User access patterns
  • Failed authentication attempts
  • Unusual API usage
  • Data exports

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Troubleshooting Settings

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Can’t Save Settings

Possible Causes
  • Insufficient permissions
  • Invalid configuration values
  • Network connectivity issues
  • Concurrent modifications
Solutions
  1. Verify you have admin access
  2. Check all required fields
  3. Validate input formats
  4. Refresh page and retry
  5. Contact support if persists

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API Keys Not Working

OpenAI Key Invalid
  • Verify key is correct (starts with sk-)
  • Check key hasn’t expired
  • Verify account has credits
  • Test key with OpenAI directly
Anthropic Key Invalid
  • Verify key format
  • Check API access enabled
  • Verify model access permissions
  • Test with Anthropic console
General Troubleshooting
  1. Copy key again from provider
  2. Remove spaces or extra characters
  3. Test connection button
  4. Check provider status page
  5. Generate new key if needed

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Application Configuration Issues

Application Not Responding
  • Verify credentials are current
  • Check API service status
  • Test with simple operation
  • Review error messages
  • Reconfigure if needed
Permission Errors
  • Review granted scopes
  • Check account permissions
  • Verify API access level
  • Contact service provider

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Notification Issues

Not Receiving Notifications
  • Check email spam folder
  • Verify email address is correct
  • Check notification preferences enabled
  • Verify account email is verified
  • Test with a trigger event
Too Many Notifications
  • Adjust notification frequency
  • Disable non-critical alerts
  • Set daily/weekly digests
  • Configure filters
  • Customize per-notification type

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Settings Import/Export

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Export Configuration

Save your settings for backup or migration: Export Steps
  1. Settings > Advanced > Export
  2. Select what to export:
    • User preferences
    • Application configurations
    • Team settings
    • Integration settings
  3. Choose format (JSON, YAML)
  4. Click “Export”
  5. Save file securely
Use Cases
  • Backup before changes
  • Migrate to new workspace
  • Share configurations with team
  • Disaster recovery

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Import Configuration

Restore or apply saved settings: Import Steps
  1. Settings > Advanced > Import
  2. Click “Choose File”
  3. Select configuration file
  4. Review changes to be applied
  5. Confirm import
  6. Verify settings applied correctly
Cautions
  • Review before importing
  • Backup current settings first
  • Test in non-production first
  • Some settings may need adjustment

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Workspace Administration

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Organization Settings

Organization Profile
  • Organization name
  • Primary domain
  • Industry/sector
  • Company size
  • Contact information
Branding
  • Logo upload
  • Color scheme
  • Custom domain (if supported)
  • Email templates customization
Compliance
  • Data residency preferences
  • Compliance certifications needed
  • Privacy policy acceptance
  • Terms of service

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Resource Limits

Usage Limits
  • API calls per month
  • Storage capacity
  • Number of users
  • Number of applications
  • Concurrent sessions
Monitoring
  1. Settings > Workspace > Usage
  2. View current usage
  3. Check against limits
  4. Plan upgrades if needed
  5. Set usage alerts

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Feature Flags

Control access to beta or advanced features: Enable Features
  1. Settings > Advanced > Feature Flags
  2. View available features
  3. Toggle features on/off
  4. Apply to users/teams
  5. Monitor feature usage
Common Features
  • Beta features preview
  • Advanced analytics
  • Custom integrations
  • Experimental AI models
  • Performance optimizations

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Best Practices

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Regular Maintenance

Weekly Tasks
  • Review failed actions
  • Check API key status
  • Monitor usage metrics
  • Review user activity
  • Test critical integrations
Monthly Tasks
  • Rotate sensitive credentials
  • Review and update settings
  • Audit user access
  • Clean up unused integrations
  • Review and optimize costs
Quarterly Tasks
  • Comprehensive security audit
  • Review all application configurations
  • Update team documentation
  • Evaluate new features
  • Plan capacity adjustments

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Documentation

Document Your Configuration
  • Settings rationale
  • Custom configurations
  • Integration details
  • Access policies
  • Troubleshooting guides
Share with Team
  • Onboarding documentation
  • Configuration standards
  • Best practices guide
  • Emergency procedures
  • Contact information

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Next Steps