Workspace settings overview

Workspace settings overview

Use Workspace settings to manage your workspace information, members, plan, security, and other workspace-level options.

Before you start

The tabs and actions available in Workspace settings depend on your workspace role and plan:
  1. Workspace Owner and Admin: Can access most management tabs, including members, billing, company domains, license requests, teams, and security settings where available.
  2. Workspace Editor and Viewer: Can view only basic workspace information and the member list.
  3. Guest: Cannot access Workspace settings.

How to access Workspace settings

  1. Open the workspace you want to manage.
  2. Click the workspace name to open the Workspace menu.


  3. Select Workspace settings.

The Workspace settings view will open, where you can access the tabs and management options available for your role and plan.

Workspace settings tabs

General

Update basic workspace information, such as its name and logo. You can also leave the workspace from this tab.
Workspace Owners and Admins can also permanently delete the workspace.

Warning
Deleting a workspace permanently removes all folders and boards inside it.

Members & Guests

Invite and manage workspace members and guests, update their roles and permissions, or remove their access.

Info
The Guests list is available on paid plans.
For step-by-step instructions, see How to manage members and guests in a workspace.

Teams

View and manage Custom Teams in your workspace. This tab is available to Workspace Owners and Admins on the Business plan.

Billing & Plans

View and manage your subscription, billing cycle, licenses, payment details, invoices, and cancellation options.
This tab is available on paid plans and can be accessed by Workspace Owners and Workspace Admins.

Notes
You can cancel your subscription from this tab. For step-by-step instructions, see How to cancel your subscription.
For more billing-related guidance, visit How to manage billing and plans for your workspace.

License Requests

Review requests from members or guests who need access that requires a license.
Workspace Owners and Admins can approve or decline each request. This tab is available on paid plans.


For step-by-step instructions, see How to manage license requests in your workspace.

Company Domains

Add and manage verified company email domains to help coworkers discover the workspace and access shared boards or folders. 


For step-by-step instructions, see How to set up your Company Domain.

SAML SSO

Configure SAML Single Sign-On for secure, centralized access through company email accounts. This tab is available on the Business plan.


For step-by-step instructions, see Set up SAML SSO for your workspace.

Need more help?
If this does not solve your issue, contact support and include a screenshot if possible.

    • Related Articles

    • How to use Workspace Library to manage workspace assets

      Use Workspace Library to store and manage reusable assets for your workspace, such as themes, templates, images, and custom fonts. Before you start Workspace Library is available on the Pro and Business plans. Workspace Library assets can be used ...

    • How to remove users from a workspace

      Remove users when they no longer need access to your workspace, helping you keep workspace membership, permissions, and shared content secure and up to date. Before you start On paid plans, users may be either workspace Members or Guests. Removing ...

    • Set up SAML SSO for your workspace

      Single Sign-On (SSO) allows users to log into multiple applications or websites using a single identity provider (IDP). The Security Assertion Markup Language (SAML) is a widely used standard for managing authentication and access. This article ...

    • How to manage members and guests in a workspace

      Use the Members & Guests in the Workspace settings to review who has access to your workspace and manage their roles, licenses, and access. Before you start Only the Workspace Owner and Workspace Admins can manage workspace members and guests. The ...

    • How to promote a Guest to a Workspace Member

      Promote a Guest to a Workspace Member when they need ongoing access to the workspace instead of access to only specific boards or folders. Before you start Guest management is available on paid plans. Only the Workspace Owner and Workspace Admins can ...