Workspace Settings

Organization, team, data region, invitations, roles, and billing contact.

The Workspace page under Settings manages organization-level configuration — not banner design (see Consent Setup).

Overview

Workspace settings cover your organization name, processing region preference, team members, invitations, roles, default property, and billing contact display.

Why it matters

Correct workspace setup prevents teammates from editing the wrong property, keeps billing contacts accurate, and records data-region preferences for compliance workflows.

Setup

  1. Open Settings → Workspace.
  2. Update Organization name and save.
  3. Review Current plan and open Billing if you need to upgrade.
  4. Set Processing region preference (metadata for compliance — does not auto-migrate data).
  5. Under Team members, invite colleagues with the right role (Admin, Analyst, Viewer, Support).
  6. Set Default domain via property selector or Websites.

Examples

RoleTypical access
AdminBilling, team invites, all properties
AnalystScans, reports, consent setup
ViewerRead-only dashboards and exports

Troubleshooting

  • Invite not received — Check spam; resend from team panel; verify email delivery status.
  • Cannot change region — Some plans lock preference after save; contact support for migration requests.
  • Wrong property selected — Use header property selector before editing consent.

Best practices

  • Assign least-privilege roles.
  • Keep billing contact aligned with Stripe customer email.
  • Export reports before requesting workspace termination.