The Workspace settings tab serves as a comprehensive hub housing all essential details related to your workspace.
Here, you can access information regarding the workspace itself, the organizations nested within it, the members associated with the workspace, processing history, and billing details.
Sub-tabs
Details
- Manage your workspace profile
Organizations
- Create new or delete Organizations
- View and switch between the organizations you have access to in the Workspace
- Monitor document statuses under the respective Organizations
Workspace members
- View full list of Workspace members
- Invite or remove members to the Workspace
- Assign Workspace permissions to individual members
Workspace processing history
- View processing history of selected or all Organizations across the Workspace by breakdown of document type, number of uploads and exports
Billing
- Manage payments
- View past invoices and next renewal
- View total Workspace members and Organizations List
