Help CenterWorkspace & Settings
Workspace & Settings
Workspace configuration, billing, roles, and admin settings.
Workspace basics
General
General settings: what lives hereRegional defaults: time zone, currency, and date formatChanging a regional default and its blast radiusThe danger zone: destructive workspace actionsTransferring workspace ownershipWhat the recipient has to do to accept ownershipDeleting a workspace, what is kept and what is gone
Team members
Inviting a team memberReading the team members tableChanging someone's roleResending or revoking an invitationRemoving a team member, and why not in bulkWhat happens to a removed member's records and approvalsSelecting members in bulk and what's allowedRunning an access reviewSeats, limits, and what happens when you hit one
Roles & permissions
The six roles: Owner, Admin, Marketer, Brand approver, Legal approver, ViewerPermission matrix: who can do whatWhy Brand approver and Legal approver are workspace-wideChoosing the right role for a new hireHaving more than one role at onceBuilding a custom role"You don't have permission to do that", what to ask for
Brand rules
What a brand rule isWriting your first brand ruleRule types and what each can checkRule severity: how to chooseVersioning: editing a rule that's already in useTurning a rule off vs deleting itTesting a rule before you turn it onRules that produce too many violations, how to tuneImporting brand rules from an existing style guide