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Settings and customization

Settings control your account, workspace context, repository properties, and diagram modeling surface.

Profile settings​

Use Profile settings to update your personal account information. Depending on your organization’s sign-in setup, password settings may also be available. For identity provider compatibility details, see Enterprise SSO.

Company profile​

The company profile belongs to the workspace and is shared by the team. It can include the company website, industry context, operating countries, cloud provider, business functions, initiatives, and other high-level information.

This context helps teammates understand the workspace and helps the AI assistant produce more relevant drafts.

Website analysis and discovery​

Caplo can use the company website to help populate company profile context. Review generated or discovered information before relying on it.

Review generated company context

Website analysis and discovery are there to speed up setup, not replace judgment. Treat generated company profile content as a draft and verify it before teammates or AI-assisted workflows rely on it.

Workspace members​

Workspace members shows who has access to the current workspace. Member management may be handled outside the app depending on your organization’s setup. For role and permission details, see Members and roles.

Audit logs​

Workspace admins can open Settings > Audit logs to review recent non-read mutations in the active workspace.

  • The audit logs record creates, updates, deletes, and summarized live diagram edit sessions.
  • Audit rows show the date, actor, action, resource name, and resource type; clickable resource names open the detailed page when one exists.
  • Events older than the workspace retention period are automatically deleted by the scheduled database cleanup.
  • Admins can export the currently filtered audit log view to CSV.
  • Read-only browsing actions are not included.
  • Audit visibility is limited to workspace admins for the current workspace.

Custom entity properties​

Custom entity properties capture metadata for repository entities. Examples:

  • Owner
  • Lifecycle stage
  • Annual cost
  • Criticality
  • Technology fit
  • PACE category
  • Retirement date

Create properties that support reporting, filtering, and decision-making.

Custom relation properties​

Custom relation properties add metadata to relationships, such as data object, integration frequency, interface type, or confidence level.

Use relation properties when the attribute describes the connection itself, not either endpoint.

Property types​

Choose a property type based on how the data will be used. Pick list-style properties for consistent filtering, numeric properties for charts and aggregation, date properties for timelines, and text properties for short descriptive notes.

Diagram element visibility​

Element visibility settings let the workspace focus the diagram toolbar on the types your team uses. This keeps modeling simpler and prevents accidental use of element types that are outside your method.