Workspace

Workspace and Account

Manage profile settings, workspaces, members, roles, and account access.

Last updated August 3, 2026

Account and workspace video

Watch the onboarding guide for reviewing your workspace, account menu, role, and workspace settings.

Silent walkthrough for the Account and Workspace onboarding step.

Profile menu

  • Switch workspace from the workspace selector.
  • Open workspace settings, plans, settings, help, onboarding, or sign out.
  • Use the personal workspace when no team workspace is selected.

Workspace settings

  • Manage workspace name, description, visibility, and plan context.
  • Invite members and assign roles.
  • Create additional workspaces when the current plan allows it.

Roles

  • Owner can manage workspace access and critical settings.
  • Admin can manage enabled workspace features.
  • Member can work with enabled resources.
  • Viewer has read-only access.