Workspace settings

Workspace

Manage agency profile, members, invite rules, platform access, notifications, security, and Stripe billing.

Plan: EnterpriseEnterprise test modeYour role: viewer

Client accounts

Tracked from clients table.

Team members

1 owner, 1 admins, 1 viewers

AI credits this month

Estimated from report run activity until Stripe metering is connected.

Crawler pages this month

Estimated from monthly audit activity.

Workspace Profile

Core agency settings used across clients, reports, emails, and billing records.

Workspace name

Legal or billing name

Default timezone

Default report language

Internal workspace notes

Operating Defaults

Defaults applied to new clients and scheduled deliverables.

Require report approval

Available on Agency, Scale, and Enterprise.

Use client branding

Requires Agency, Scale, Enterprise, or Studio Branding Pack.

Show internal notes

Keep reviewer notes visible in app views.