Configure your workspace profile, roles, and billing before your team starts collaborating. Workspace admins should complete these steps after creating a workspace or accepting an invitation.
Who this is for
Workspace admins and anyone who manages billing or member access.
Before you start
You are a workspace admin or have been invited as one.
Your organisation name, timezone, and billing contact details are ready.
Steps
Open Workspace Settings from the sidebar footer.
On the General tab, confirm workspace name, timezone, and preferences.
Review Organisation branding (logo and brand colours) if you manage organisation settings. Branding applies across reports and shared links.
Open the Billing tab to review subscription, AI wallet, and payment details.
On Team Management, assign workspace admins who can invite users, manage billing, and configure integrations.
Assign consolidated roles (Admin, Editor, Viewer) or custom roles when you need fine-grained access to wiki, OKRs, tasks, or KPIs (Professional+).
Open General → Content → Archived items to restore archived tasks, lists, folders, and wiki pages. They stay until you delete them forever.
Complete your Business Plan business brief, then follow Inviting your team and Import your workspace when you are ready.
What you should see
Your workspace shows the correct name, timezone, and billing status. Admins can invite members, and archived content stays in the archive until you restore it or delete it forever.
Troubleshooting
I cannot open Billing Only workspace admins and billing contacts can view the Billing tab. Ask an admin to grant access or complete billing setup.
Custom roles are missing Custom roles require Professional+. Check your plan on the Billing tab.
Archived items are gone Archived items stay until you restore them or delete them forever.
Common questions
Who should be a workspace admin?
Assign admins who manage invitations, billing, integrations, and workspace-wide settings. Keep the admin list small and current.
Do chat messages appear in Archived items?
No. Chat archive stays in Chat. The archive holds tasks, lists, folders, and wiki pages.
What should I do after workspace setup?
Invite your team, import existing work if needed, and complete the Business Plan business brief.