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Workspace Settings

Workspace settings control the configuration of your practice environment in SOPHIE. Access settings from the Settings item in the sidebar.

Settings tabs​

General​

  • Workspace name and display name
  • Logo -- Upload your practice logo
  • Timezone -- Set your practice timezone for scheduling and timestamps
  • Office Hours -- Configure per-day schedules:
    • Opening and closing times
    • Beginning of day, during, and end of day shift boundaries
    • These hours are used by SOP scheduling and dashboard features

Practice Profile​

  • Number of locations and operatory rooms
  • Team size
  • Specialties offered
  • Revenue and operational metrics
  • Practice goals and focus areas

This information powers Gap Analysis and AI recommendations.

People​

Quick-access list of all workspace members. Add, edit, or deactivate users.

Roles​

Create and manage the role hierarchy for your practice. See Roles & Permissions.

Departments​

Create and manage departments. See Departments.

Spaces​

Configure data isolation spaces. See Spaces.

AI Settings​

Enable or disable AI features workspace-wide. When disabled, SOPHIE AI chat, SOP generation, gap analysis, and AI-driven action items are hidden.

Preferences​

  • Theme -- Light or dark mode
  • Language -- Interface language
  • Notifications -- Configure notification preferences

My Roles​

View your own role assignments and permissions within the workspace.

Availability​

Set out-of-office periods and delegation. See Out of Office.

Notifications​

Manage which types of notifications you receive and through which channels (in-app, email, Slack, push).

Referral​

Access the referral program to invite other practices to SOPHIE.