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Coda for Enterprise: Launched Features

Welcome to Coda’s enterprise product updates! This is your way to get a snapshot of all the great enterprise-focused work we’ve done—e.g. folder permissions, multi-department billing, new security certifications.

Our work is directly based off feedback from customers like you, so we love it when you share ideas and pain points. So please, keep them coming!

Last update: January 2025

Year

Category

Advanced access rules

Admins have the ability to set different policies for docs and forms.

Custom Enterprise policies

Admins can set custom policies around Publishing, Export and file uploads, Sharing with domain and Sharing with Coda support

Custom session duration

Admins can set custom session duration based on their internal security policies.

Governance and eDiscovery integration

Coda’s admin API can be used to integrate with DLP / SIEM providers.

Admin audit API

Added support for customers to use the admin API to view Pack requests in their internal ticketing system.

Publicly shared docs dashboard

Admins can not only see publicly shared docs but can also change the share setting and lock the doc down from admin settings.

Updated trust and security pages on Coda

We updated the

coda.io/trust

⁠

and

coda.io/security

⁠

pages on our website to help admins get an overview of Coda’s security offering.

Audit events dashboard

Admins can view all the audit logs and filter relevant audit events via a dashboard in admin settings.

Legal holds

Admins can place users on hold to preserve docs they own or edit indefinitely. To learn more, reach out to your Coda account team or via our

contact sales form

⁠

eDiscovery

Admins can search for specific keywords across all the docs within their organization, and preserve those documents by placing the respective doc owners on hold. To learn more, reach out to your Coda account team or via our

contact sales form

⁠

HIPAA compliance

Coda is available for use by customers who are subject to HIPAA regulations. This opens up new possibilities for healthcare professionals and organizations looking to use Coda in a HIPAA-compliant manner.

Screenshot 2024-12-06 at 12.07.07 PM.png

ISO 27001, 27017, and 27018 certifications

By achieving these certifications, we affirm our enterprise readiness and commitment to maintaining the highest international standards in information security, cloud security, and privacy protection.

Sharing with Google groups

Users can share docs & folders with Google Groups.

Sharing with Workspace

Users can easily share docs with all the members in their workspace via the share dialog.

Screenshot 2023-12-20 at 12.58.59 PM.png

Improved workspace search

Coda workspace search shows pages and offers filters to help users find what they’re looking for more easily.

Workspace customization

Admins and doc makers can pin important docs that everyone in the workspace should have access to / view to the top of the workspace.

Authenticated embeds

Users can embed Coda docs within Google Sites.

Ability to search for table content

Users can search for docs based on the keywords in tables.

Folder permissions

Simplify sharing while keeping information secure with granular sharing permissions on folders and their contained docs.

Sync page access control

Sync specific pages into another doc to share with a different audience, without granting source doc access. This gives collaborators access to the information they need, while keeping the rest of a user’s doc private and secure.

Grids

Grids allow users to create beautiful layouts that showcase their content, without worrying about column names, filters, or other advanced table features.

Cross-doc filtering

Users can create dynamic sync filters when setting up a cross-doc table that pre-filter the rows and columns before they are synced into a doc. This better supports hub and spoke use cases and makes cross-doc filters more secure and performant.

Improved in-doc search

Our new in-doc search includes improved matching and ranking, a default search state that allows users to navigate to recents before typing anything, an expanded search modal to make it easier to parse through results, and a more prominent search placement.

Screenshot 2024-12-06 at 11.45.46 AM.png

Subitems

Subitems allow users to nest rows within a table, enabling them to break their work into smaller sections (i.e. subtasks).

Pack approvals and management

Admins can customize access to Packs. They can allow specific individuals / groups to access the Pack, and also control what functionality of the Pack can be used by these members.

Admin Pack

Admins can use the Admin Pack to transfer docs from users, and also see key data such as:

Org docs and who owns them

Audit events

AI usage analytics

Admins can see which member of the workspace is using AI, set daily caps for users and also analyze and take action on docs consuming AI credits.

Managing deprovisioned users and docs

Admins can transfer docs owned by deactivated users from admin settings. They can bulk transfer all the docs to a new owner or individually transfer docs to the right business owners to ensure business continuity

Workspace member analytics

Admins can see useful usage data on the members using Coda and manage licenses more easily

Custom license management

Admins can customize the message shown to users that want a Doc Maker license on Coda.

Org docs management

Admins can view and take action on any doc and also be able to view usage analytics on all the docs within their organization.

Workspace assignment via SAML assertion

For organizations that need multiple workspaces, admins can assign users to the right workspace using custom SAML assertions.

Improved SSO/SAML setup

We’ve made a number of improvements to reduce SSO/SAML setup. Highlights include:

Support for metadata URL ingestion: admins can paste a single metadata URL that auto-fills other relevant fields

Terminology is dynamically updated for Okta & Microsoft Entra/Azure

Multi-department billing

Gain more fine-grained billing administration per department by setting up billing groups. Available for certain enterprise scenarios only. To learn more, reach out to your Coda account team or via our

contact sales form

⁠

Workspace pinning permissions

Better manage your workspace home by controlling who is allowed to pin docs and templates. To configure this setting, go to your Admin settings → Membership policies tab.

Admin settings (previously "Org settings" or "Workspace settings"

A single "Admin settings" entry point that can be accessed in the doclist nav or by clicking on your profile icon in the top right. We've also re-organized and re-named some settings to be more intuitive, and added the ability to search within settings.

Self-serve doc transfer

Admins now have the option to allow Doc Makers to claim unowned docs they have edit access to. There is also a 7-day grace period before the doc goes read-only to minimize interruptions for your team.

Screenshot 2025-02-26 at 10.46.38 AM.png

The default workspace

The default workspace is designed to streamline and centralize org member access within your Coda workspace(s). Establishing a default workspace will help you prevent the accidental creation of individual workspaces and ensure new and returning users are correctly placed.

⁠

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