Audience
- Workspace owners/admins
- Team administrators managing users, workspaces, and data controls
Prerequisites
- Access to settings in target workspace
- Appropriate admin role permissions
Settings areas covered
Organisation management
- Manage organisation-level membership and ownership actions.
- Control invite/member lifecycle at organisation scope.
Workspace management
- Manage workspace-level structure and operational configuration.
- Validate active workspace context before making changes.
Data management
- Manage categories/taxonomy and data-organization controls.
- Apply changes carefully to avoid downstream reporting confusion.
Role boundaries
- Owner/Admin: required for high-impact settings and membership changes.
- Member/Operator: typically limited view or no write access to admin tabs.
Expected result
Admins can complete governance actions without cross-workspace confusion and with clear permission expectations.Troubleshooting
Cannot access settings tab
- Confirm current workspace context.
- Confirm account role includes required admin permission.
- Retry using owner/admin account.
Updates not visible to team
- Refresh workspace context and affected pages.
- Confirm changes were applied in the intended workspace.